Depending on the reason for your financial or life planning needs, this checklist can help you prepare.
Want to receive a reminder about your next appointment via text?
Reminders are sent in the morning the day before your scheduled appointment. Simply reply in a text “Yes” to confirm or “No” to cancel. If you reply “No”, the appointment is canceled. The appointment slot may be given to another client.
How to receive appointment text reminders:
To make the most of your appointment, be sure to ask your advisor any questions or express any concerns you have.
Not sure what to ask? Find suggestions:
What to expect after your appointment:
It's normal to feel anxious about life and money management. Please know you’re not alone. You will have an entire financial team focused on your life and financial well-being.
We encourage you to view the new client video and read about our unique process to help you understand more about your pending experience with our firm. The information will be useful for you and your family.
You will only need essential items, such as:
Please provide our advisors with:
Self-limited beliefs. Please know that we can only deposit results, not excuses.
Closed mind. All things change, and we must change.
Other. Bad habits or past experiences with other advisors.
For additional information see FAQs:
We encourage you to be fully informed about your well-being. Below, find suggested questions to ask your advisor. These questions may or may not relate to you as they depend on your desired outcome.
Get the care you need right away.
When you call, we search across our advisor network for an appointment that suits your needs. Here’s what to expect: