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Let's prepare to plan.

Get ready for an in-depth discussion about what matters—to you.

Take the first step.

Call 1-800-745-6608

Monday–Friday, 8:00 a.m.–9:00 p.m. ET

Let's talk  

Our relationship begins with our first conversation.

We want you to feel comfortable with your financial plan. Your advisor will take the time to get to know you so that you can work together to build your plan around you and your priorities. This initial conversation creates the foundation for mapping out your investing strategy and working with you to help manage your overall plan as your values, life changes and goals change over time.

Have a seat. Let’s get to know each other.

  • Let's talk

    First, tell us about yourself.

    Your first conversation with your advisor will focus on getting to know you—where you are, where you want to be and what’s important to you.

  • Let's choose

    We'll help build your plan.

    After taking some time to consider your personal and financial information, your advisor will then present a range of options and explain each one.

  • Let's take action

    Then we'll help take action.

    Over the next few conversations, your advisor will explain your plan in detail and answer questions until you’re comfortable. Then, you’ll work together to put it into motion.

It helps to have your information ready.

Think about what matters to you.

What's important to you and your family? What do you hope to achieve? Understanding your lifestyle, priorities and values can help your advisor offer informed ideas, options and suggestions.

Documentation can help, too.

You don’t need to have any documentation for your first conversation with your advisor—but it can help your advisor build a strategy that fits your needs. If you’d like, you can download our short PDF checklist, Preparing for Your First Appointment, to see what would be most helpful.

A Few Things You Could Have

We're ready to get to know you.

Call 1-800-745-6608

Monday–Friday, 8 a.m.–9 p.m. ET

Interested in having experts oversee your portfolio?
A Managed Portfolio might be a good choice.