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What to expect from financial advisor first visit
What to expect from financial advisor first visit My wife and I are seeing a financial advisor in a few weeks to discuss our goals and how to pursue our next steps. What should I prepare for the first meeting? -Bank account information? Like overall money overview? -credit check? -assets? -pay stubs? -money accounts? I’m just trying to get an overview of what I should expect so I’m prepared (p...
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