Your first-meeting checklist

A few thoughts and questions are enough to begin.

Think about what matters

What would you like your money to make possible?Which question or upcoming decision needs attention?

Questions you might ask

How would you approach my priorities?What services would be involved, and how are you paid?How would we communicate and review progress?What would happen after this meeting?

If useful to you

Have a broad picture of your savings, debts, income and business interests in mind.Note anything you want explained or anyone you would like involved.Confirm the date, time and meeting format.

Keep private documents with you until we agree on a suitable way to share them. Checklist selections are not submitted or saved by the website.