Through these resources, we tap into a substantial network of experts and intellectual capital to bring you cutting edge wealth management strategies and tactics.
Our Experts Day One With Your Financial Advisor Building a relationship of trust with your advisor is key to helping you achieve your financial goals and dreams.
Be prepared for your first meeting — and ask lots of questions. Preparing for your first meeting Your first meeting with your Financial Advisor marks the beginning of an important professional relationship.
Your Financial Advisor will want to know you as a person — not just as a client. Our Financial Advisors work with many types of investors and value their diversity.
Your Financial Advisor will want to know you as a person — not just as a client — so he or she can understand the best way to help you with your investment needs and life goals. You should be candid about your level of investing experience, overall financial situation, and financial goals.
The relationship may even expand to include friends and future generations of your family. Getting ready In advance of the meeting, your Financial Advisor should send you a checklist of items to bring along, including your ID and select financial documentation. That said, your Financial Advisor will have a deep respect for your privacy and personal information and honor your confidentiality.
Personal information can be shared whenever you feel you are ready.
A good Financial Advisor will want the right fit for you as much you seek the right fit in him or her. Your values about money and your vision for your future What life events are happening or could potentially happen Short- and long-term life and financial goals Investment questions Your current financial situation Preferred account management style Remember, the more you share about your financial picture, investment goals, and risk tolerance, the better your Financial Advisor will be able to recommend strategies and create an investment plan.
Gather the necessary documentation for your initial meeting and prepare answers to questions your advisor may ask. Connect With an Advisor.A financial advisor helps you create strategies for eliminating financial risk and building wealth over the long term.
They can give you a game plan that puts you on track to achieve your financial goals. Financial Advisor in Seattle, WA.
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A financial advisor can help you provide ongoing financial planning so you can have peace of mind while pursuing your life goals. The financial planning process includes defining your goals, understanding your current situation, and identifying the key steps to move forward.