These helpful tips will support your next steps as you learn to manage your condition.
What to expect from your first meeting with an advisor.
Simply put, your first meeting with an advisor is a chance for you to share your goals, and why you’re seeking advice.
It’s also a good way to get to know the advisor, how they work, and what they can offer you.
How can you prepare for your first meeting?
In your first meeting with an advisor, you’ll talk about your goals and your finances. Think about some of your goals before your first meeting. You may want to answer these questions:
- What do you want in the short-, medium-, and long-term?
- Do you have anyone who depends on you?
- What’s important to you?
Next, gather up and note the amounts of your finances, like:
- Your employee benefits.
- Any investments and insurance policies you have.
- Your mortgage or rent payments.
- How much debt you have.
- And your monthly bills and payments.
The more information you can bring to your meeting, the better.
What can you expect, after your first meeting?
Your advisor will share recommendations. At that point, you may be ready to start choosing products, like investments and insurance. Or, you may need more time to think.
Your advisor can walk you through what to expect for the application and buying process.
Why work with an advisor, and what’s the cost?
Working with an advisor can help you:
- Make better decisions.
- Protect yourself and your loved ones.
- Make the most of your money.
- Lower your financial stress and anxiety.
- And reach your goals.
Advisors get paid once you become a client. They may get:
- A commission.
- A fee for sales and continuing services.
- Or a combination of both.
Ask your advisor to explain how they’re paid.
An advisor can help you with your finances and work towards your goals.
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