Grow your knowledge

You finally decided you would like to begin working with a financial planner. Knowing what to expect when you meet a potential advisor for the first time can relieve the butterflies and make it a great experience for you and the advisor!

An annual service calendar helps ensure you and your advisor have a consistent, clear, and productive process for your ongoing financial planning. Items for review scheduled well in advance make quarterly meetings efficient and ensure nothing falls through the cracks. Read more about what your financial planning service calendar should look like.