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MAKE THE FIRST MEETING COUNT

Bring better questions.

Build a checklist around your priorities. Compare the answers across the people you meet.

Make it relevant to your situation

Choose the questions to take with you.

8 selected

01What services are included, and what is charged separately?02What is the total expected annual cost in dollars for my situation?03How are you compensated, and which conflicts should I understand?04In what capacity will you serve me, and when does a fiduciary duty apply?05Who will be my main contact, and how often will we meet?06Where can I verify your registration and disciplinary disclosures?07What are the minimums, cancellation terms, and transfer costs?08What would the first 90 days of working together look like?09How do you turn my goals into a written plan?10Can I engage you for planning without investment management?

YOUR FIRST CONVERSATION

A useful meeting starts with good questions.

Bring the same questions to each advisor. Ask for written explanations and keep a note of what still needs clarification.

A more thoughtful way to find the people who help you plan for life. Explore firms, compare advisors, and start with better questions.

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General education, not individualized investment, tax, or legal advice. Directory inclusion and research suggestions do not establish suitability, current affiliation, availability, or a referral relationship. Investing involves risk, including loss of principal.

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