9 Ways to Prep for Your First Date With a Financial Planner

prep date financial plannerIf you have an appointment to meet with a Certified Financial Planner™, you may be feeling a mix of emotions ranging from excited, hopeful or even anxious about what could happen on that first big date to discuss your finances.

One way to ease your mind: Do everything that you can to be fully prepared. And we're not just talking about organizing all of your tax returns, bank statements and investment account info.

There are actually several experts and smart strategies that can help smooth the path—and boost your confidence—for a successful money talk with a financial adviser. From consulting a credit counselor to familiarizing yourself with your financial weak spots, these nine to-dos can prime you for a productive sit-down with your planner.

To see the slides in one long list, click into the slideshow and select "list view."

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment advice. Please consult a financial adviser for advice specific to your financial situation. Unless specifically identified as such,the people interviewed in this piece are neither clients, employees nor affiliates of LearnVest Planning Services. LearnVest Planning Services and any third parties listed in this message are separate and unaffiliated and are not responsible for each other’s products, services or policies.

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  • Ashley

    Thanks for the article, but suggesting a tarot card reader and “tapping” in this short list of ways to prep yourself? I would expect that if I was reading Cosmo, but not here.