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How to Prepare for a Meeting With Your Financial Professional

How to Prepare for a Meeting With Your Financial Professional

Navigating the financial waters can be tricky, but your financial professional can help. Use this 3-step guide to prepare for a productive meeting.

Meeting with your financial professional is an important opportunity to discuss changes in your financial goals or to prepare for retirement. This 3-step guide can help you organize your goals ahead of time so you can have a productive conversation when you meet.

Step

1

Write Down Your Financial Goals

To create a realistic plan, think about your biggest financial goals and how you want to prioritize them.

You may need to adjust your investment mix to provide for a job change or early retirement, a change in marital status or the birth of a child, a child or grandchild entering college, or grown children or parents who need financial assistance.

This is also a good time to review your beneficiary information.

Am I on track with my retirement savings?

If not, your financial professional may suggest a number of strategies to help build up your assets prior to or during retirement, such as delaying retirement until you’re at full retirement age.

Other Resources

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses , which can be obtained from a financial professional and should be read carefully before investing.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.