Meeting with a financial advisor or another type of financial planning professional can be a smart move for your financial future. But a financial planner won’t be able to miraculously change your economic situation, especially if you don’t provide your financial planner with the right information. If you have a meeting scheduled with a financial advisor in Indiana, it’s important that you come to that meeting prepared. We’ve curated a list of important documents to track down, review, and bring to your first appointment. Please reach out to us directly if you have more questions.
In general, the more information that you can provide your financial advisor about your economic situations and your life, such as where you want to be in five years, when you have to plan kids, etc., the better. When you show up to your first appointment, we advise having already obtained the following documents:
Finally, in addition to the above, be sure to bring the names and contact information of any other professionals who are advising you who may need to interact with your financial advisor, such as your personal lawyer or your bank representative.
If you are thinking about meeting with a financial advisor in Indiana, our team is ready to serve you. We offer free initial meetings and are happy to answer any questions you have over the phone. Please reach out to one of our Indiana financial advisors at Harvest Wealth Partners today to learn more.
Harvest Wealth Partners is committed to helping our clients work towards a successful future. We believe in your potential to understand the financial options that can lead you to your goals. Call us today to partner with our team. We look forward to continuing our mission for years to come.
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