What can I expect for my first planning meeting (after the onboarding)?

Congrats on taking the first step to achieving your financial goals! In this meeting, you will set those goals with your planner and dive deeper into a couple areas for planning (for example, setting up your investing accounts and discussing your retirement savings plan). 

If you already set some goals at your onboarding, you are just one step ahead of the game! Now you’ll be able to get into the nitty gritty of those goals and get some concrete action steps ready to go.

If you have any questions you know you would like to ask your planner, they are happy to answer them. You are in the driver’s seat, and your planner wants to help get you where YOU want to go.