Our first meeting
Prepare for your financial future
What to expect in the first meeting
It starts with listening. Your advisor is a pro at asking the questions that confirm your values, reveal your worries, and identify your needs—even some that might not be top of mind for you.
Expectations
What your advisor wants to understand
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Your purpose
For truly personalized advice, we need to know what makes you tick—things like:
- What are you most passionate about?
- Are you satisfied with your career? Do you dream of something more fulfilling?
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Your lifestyle
Our focus isn't only for your future. We care about your here and now too.
- Do you have any major purchases, trips or other significant expenses in mind?
- How is your health? Are you concerned about potential healthcare costs for yourself or anyone close to you?
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Your finances
Everyone has a money story. We get to know yours.
- What are you investing for? What's your comfort level with risk?
- How do you approach spending decisions or budgeting today? Are you happy with your current approach?
Preparations
How to prepare for your meeting
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Gather financial documents
Have your financial documents handy, such as bank, tax or investment statements and insurance policies.
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Evaluate priorities
Consider your short-term and long-term financial goals. What do you hope to achieve?
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Identify questions
This is your meeting. Feel free to raise any questions or topics with your advisor.
Meet with us
Let’s start planning your financial future
Ready to take the next step?
Connect with a trusted financial advisor to see what personalized advice can do for you.
FAQs
Bring financial documents like account statements, insurance policies, and a list of your goals and questions.
After gathering information and discussing goals, your advisor will deliver a tailored wealth management strategy incorporating analyzing your full financial picture.
The length of the meeting can vary depending on the advisor and the client needs. It's best to consult with the financial advisor directly to understand what they typically recommend.
No, the meeting with a financial advisor is focused on understanding your goals and exploring options, not making immediate commitments.
Interested in learning more?
GE-8788075.1 (03/2026) (Exp. 03/2030)
Talk to a financial advisor
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IMPORTANT: This informational and educational website does not offer or constitute investment advice or the direct or indirect recommendation of any particular investment, financial product, or the appropriateness of any particular option, product, or service. Your unique needs, goals, and circumstances require the individualized attention of your own financial professional. “Advisor” is used as a general term throughout this website to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisers, respectively. “Advisor” does not exclusively refer to investment advisor representatives or financial advisory/planning services. Duly-registered and duly-licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment adviser, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Equitable Advisors, LLC its affiliates and associates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. For more information about Equitable Advisors, LLC you may visit equitableadvisors.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V.