Our First Meeting

August 26, 2022

As a financial advisor, it's important to understand that when it comes to working with clients, the relationship is just as important as the advice being given. In order to build a successful partnership, it's crucial to find a financial advisor who truly listens to and understands your unique situation and goals.

When preparing for that first meeting with a potential advisor, it's important to think about what you want to accomplish financially. Clearly defined goals will not only help the advisor understand what you're looking for, but also help you stay focused on what you want to achieve. Remember that the advisor's job is to help you figure out the specific details of your financial goals, but having a clear idea of what you want to accomplish will be beneficial for both parties.

Another important consideration is understanding the services that the advisor offers and their client process. It's important to ask about how often they meet with clients and review portfolios, as well as how they charge for their services. Every firm is different, so it's important to find one that aligns with your needs and preferences.

It's also important to establish a connection with your advisor. A good advisor will be someone you trust and have confidence in, and who you enjoy working with. This is important because your financial advisor will be with you through many important life events, and you want to ensure that the partnership will be successful in the long run.

Before meeting with an advisor, it's also a good idea to get a checkup of your own finances and bring as much information as possible to the meeting. This will help the advisor understand where you stand and provide more accurate advice.

In summary, when looking for a financial advisor, it's important to find someone who listens to and understands your unique situation, has clearly defined and aligned services and process, and that you can build a trusty and enjoyable relationship over the long run with.


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180 Glastonbury Blvd.
Suite 102
Glastonbury, CT 06033
Client Relationship Summary
This communication strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, IN, MA, MD, NC, NH, NJ, NY, NV, OH, OR, RI, SC, TN, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
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