Your First Meeting with a Financial Advisor and Why You Don’t Have to Clean Your House to Hire a House Cleaner!

Financial Wellness

As the marketing director for both BerganKDV and Lifewise, my professional life stays pretty busy. And, as a mom to a one and a two year old, my personal life somehow surpasses my professional life on the busy spectrum. Recently, I decided it was time to hire someone to help us keep up with the housework. And the next thing I decided I needed to do was clean my house. What is it about hiring a professional that makes you feel like you should first get a handle on the items you’re looking for help with?

When it comes to sitting down with a financial advisor, my feelings are similar. I always think I’ll get around to it as soon as I get a few more things in order. But the truth is, there is no reason to have more money in savings or one more bill paid off before sitting down to discuss financial goals. If you’ve also been putting off sitting down with a financial advisor, here are few things to be ready for when approaching that first meeting:

1) Nothing!

The first meeting is all about building a relationship therefore there is literally no real prep work. How do you feel about the advisor you’re working with? Are they truly listening to your goals and have your best interest in mind? That’s all this meeting is about so don’t worry about having anything in order. Just show up, be yourself, and see if it’s a good fit.

2) But…

You do need to be prepared to talk about the challenges you currently face and your financial goals. This will help establish your relationship and facilitate a conversation to uncover whether or not there is a good fit.

That’s the thing, part of a financial advisor’s job is to help you get your house in order, so to speak. They’ll prepare you for the second conversation by specifically requesting various statements and information in order to get the most out of the time you spend together. Essentially, they’ll help you declutter your financial life and you can get back to cleaning before the cleaning company arrives.

So, what are you waiting for? Contact us today!

About Amanda Wendling

Marketing Director | Scone Consumer | Mom of Two | Novice Runner | Red Wine Enthusiast | Believer in Turquoise | Cyclone Fan

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Providing the perfect blend of powerful technology and human guidance, Lifewise is geared toward young professionals searching for a better way to make wise choices and sound financial decisions. Backed by BerganKDV Wealth Management, Lifewise is supported by a team of CPAs, CFPs and CFAs who stand ready to guide you through every financial challenge and windfall.

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