Planning your retirement success is like building a home: it takes some advance planning. Checklists are useful tools.
Here’s a financial planning conversation checklist you might helpful before you call me (or any other advisor – Naturally, calls are always welcome, but preparation is always better, I’m sure you would agree.)
The first step is to determine what’s important to you (and your spouse). Here’s a Financial Conversation Checklist that’s worth downloading and reviewing together with your spouse.
Then, you might find these helpful before picking-up the phone .
- How do you get value from a relationship with an advisor? You might want to download this!
- What will the first meeting look like? Here’s a sample agenda.
- What should you bring to the meeting? Here’s a sample checklist.
Ready to arrange a call with me? Before you do, just follow these steps:
- Use this tool to review your priorities. You can save it to your hard drive, fill-it out, then forward it to me (instructions are on the form). This will help me address your issues during our call.
- Arrange your introductory phone call with me by using our convenient scheduler! It’s easy, avoids phone-tag, and you can pick a time that’s convenient for you! Just click here.
I look forward to talking with you!
Jim
