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American Fidelity Mortgage Services

American Fidelity Mortgage Services, Inc.

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What to Bring to Your First Meeting with Your Financial Adviser

3. Data related to your net worth

Your net worth isn’t defined by how much money you have in the bank or an IRA. Rather, it’s defined as what you own (homes, investments, investment properties, etc.) less what you owe (mortgage, loans, etc.).

SEE ALSO: Here's What a Financial Adviser Would Ask When Hiring an Adviser – and What You Should, Too!

Once you have these three key boxes checked, you should be ready for the first meeting with your financial adviser. And don’t worry if you can’t find all of the information noted above or if you are unsure if what you have is relevant. The adviser should be able to help you figure everything out and track down anything that may be missing.

After your adviser has had a chance to review your priorities, cash flow analysis and net worth, he or she should be able to help you figure out the answers to these critical questions:

What do you want to accomplish? When do you want this to happen?

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