What to expect during your first meeting at Creekmur Wealth.

Posted by Creekmur Wealth Advisors on 1:35 PM on October 21, 2020

You've done it! You've scheduled your introductory meeting with a financial advisor. You're taking control of your financial future, but you have a lot of questions about what happens next. Rest assured, you're not alone. We have found that many of the people who talk to a Creekmur Wealth advisor  for the first time weren't sure what to expect, how much to share, or even what documents they should provide. Whether this first conversation happens on the phone, in one of our offices, or by video meeting, we want you to feel comfortable and understand what to expect.

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Topics: Financial Planning, Stay focused on objectives, Certified Financial Planner, CFP, getting started

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