At this meeting we get to know you, to understand your goals, priorities, concerns, and aspirations, and you have an opportunity to get to know us and ask questions. Tip: Come prepared knowing where you’d like to be financially in 5, 10, and 20 years, what lifestyle you want, and what you need to live it. Think of your concerns and how you would like to address these. Bring the details of your income and expenses, your budget or an idea of how much you spend, your pay slips, tax returns, and a list of your assets and liabilities. Making this information available will make your first meeting more productive.