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 made that call to schedule 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. 

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

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