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.
What to expect during your first meeting at Creekmur Wealth.
Posted by
Creekmur Wealth Advisors on 1:35 PM on October 21, 2020
0 Comments Click here to read/write comments
Topics: Financial Planning, Stay focused on objectives, Certified Financial Planner, CFP, getting started