The idea of meeting with a financial advisor can be intimidating. You might worry about being judged, pressured into buying something, or confused by complicated jargon. It shouldn’t be that way.
Your first meeting should be a comfortable, no-pressure conversation focused entirely on you. The goal isn’t to make a sale; it’s to see if we’re a good fit to work together.
Here’s what you can expect from an introductory call with me:
- We’ll Talk About You: The entire conversation will revolve around your goals, your concerns, and what you want your future to look like.
- I’ll Ask Questions: I will ask thought-provoking questions about your financial life to understand the big picture.
- There is No Pitch: This meeting is about discovery. You will not be pressured to make any decisions or purchase any products.
- You’ll Leave with Clarity: You will walk away with a clearer picture of where you are today and an understanding of what the next steps could look like if you choose to move forward with me.
The first step is always the hardest, but it’s just a conversation.