Preparing for the Meeting
Before you meet with your advisor, you should put some thought into your financial picture including your short-term and long-term goals. While your advisor will ask about specific information it’s always beneficial to have this information readily available:
What to Expect
The objective of the first meeting is for you and your advisor to become acquainted with each other. The advisor will ask about your goals and what you expect to accomplish. The advisor will explain the scope of services provided and outline the process for future steps.
Your Rights as a Client
At Nationwide Planning Associates, Inc. we hold extremely high standards for maintaining the privacy and respect of our clients. Learn more by reading our Investor Rights.
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