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Financial Planners 101

How To Prepare For A Meeting With A Financial Planner

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It is advisable to prepare for a meeting with your planner. This will help make your initial meeting more productive and will probably reduce the amount of time (and, if your planner is getting paid by the hour, money) you spend with the planner.

Before meeting with a planner, it will help to:

  • Think about your goals. See Your Financial Goals.
  • Organize your papers and important documents. See Getting Organized.
  • Take a Financial Snapshot. See Your Net Worth and Your Cash Flow.
  • Prepare your questions. If it helps, Survivorship A to Z provides a Prioritizer which permits you to keep track of your questions. Before the meeting you can order your questions in priority by pushing a button. See: Prioritizer.

If you don't feel like doing this before meeting with a planner, that's OK. Planners are trained to collect the information they need to best assist you.

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