How do I prepare for a financial advisor meeting?

Prepare for a Meeting with a Financial AdvisorWrite down questions to ask in your first meeting, and bring a notepad to record the answers.Find out about pricing, available services and how the advisor is compensated before you pay for the consultation.If you dont understand something—anything—ask for clarification.Mar 24, 2021

What to bring when you meet with a financial advisor?

WHAT TO BRING TO YOUR MEETING WITH A CFP® PROFESSIONALFinancial Statements. Provide copies of your financial statements—including those from your banks, brokerage firms and retirement account custodians—and your tax documents.Income and Expenses. Debt. Insurance. Goals. Your Questions.

What questions will a financial advisor ask me?

12 Best Financial Planning Questions to Ask Clients: Questions Great Financial Advisors Ask. Have You Ever Worked With A Financial Advisor Before? What Are You Doing Now? Do You Feel As If Youre Currently Reaching Your Goals? Why Do You Think You Need Help? What Changes Are You Expecting To Occur In The Future?More items

What questions should you ask at your first meeting with a financial advisor?

Questions to ask in your first meeting with a financial advisor include:What is your experience and investment philosophy?What services do you and your firm offer?How will you determine what I should do or how I should invest?Who else is on your team and what are their roles? How often will we meet?More items •Dec 17, 2020

How do I find a financial advisor for free?

Where to Get Free Financial AdviceGovernment Agencies. Two great sources of free information are the Department of Human Services Financial Information Service and ASICs MoneySmart. Financial Counsellors. Mortgage Brokers. Financial Planners. Your Super Fund. Free Seminars. Reputable Websites. Family and Friends.