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What should you have ready to make the conversation as productive as possible? Read our wealth management 101 guide below
Know what your annual income is, or if you are paid hourly, know your hourly rate. If you're making under $50,000/year it's best to start with simple, and time-tested methods like spending less than you earn and saving 10%-20% of your income.
If you don't have a budget, don't worry. Create a Wealthist account and we'll walk you through your first budget.
What are you hoping to do with your savings in the future? Do you have children or a home? Are you trying to save for retirement? Have an idea of how you'd like to talk about with your advisor before you speak with them.
These are things like your mortgage or rent, your car payment, and any credit card debt you have.
Where would you like to be in 10 years? What about 25 years? This type of thinking helps you create actionable plans for building the future of your dreams.