Issues to Consider as a New Client
Overview
The first conversations with a new advisor tend to cover more ground than any single meeting after that, family situation, current finances, and goals, because everything that follows builds on that foundation.
Coming into those early conversations with a general sense of your own financial picture, even an imperfect one, tends to make the process faster and more productive from the start.
What this checklist covers
- 1Family issues
- 2Asset and debt issues
- 3Cash flow issues
- 4Long-term planning issues
Common questions
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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.