Before you meet with a financial advisor, research the advisor and the firm. The next thing you need to do is to have all your current financial records at hand and think about what you want to gain by hiring that financial advisor.
Make a list of your income and expenses, assets and liabilities, your current budget, and your financial needs. This will provide the advisor with clarity on what is most important to you. Based on this information, the financial advisor will then also be able to format the right financial plan, investment strategy and give you the right advice and guidance.
Read more to know what to prepare for your financial advisor meeting.