The goal is to see if we’re a good match and whether I can genuinely help with what you’re trying to accomplish.

Getting to Know You

Tell me about yourself and what brought you here today.

• What’s your current situation? (work, family, life stage)
• What made you think about getting financial help now?
• Have you worked with an advisor before?

How do you like to work with people?

• Are you a “check in quarterly” person or more hands-on?
• Email, phone calls, or face-to-face meetings?
• Do you like to be involved in decisions or prefer to delegate?

---

The Big Picture

What are you hoping to accomplish?

• What are your biggest financial goals right now?
• What worries keep you up at night about money?
• If we’re successful together, what would that look like in 2-3 years?

Tell me about your current financial life:

• How’s your cash flow? Saving regularly or living paycheck to paycheck?
• Do you feel organized with your money or is it scattered?
• What accounts do you have? (401k, savings, investment accounts)
• Any big debts? (mortgage, student loans, credit cards)

---

Quick Snapshot

Assets (rough numbers are fine):

• Emergency savings: $____
• Retirement accounts: $____
• Other investments: $____
• Home value: $____

Debts:

• Mortgage balance: $____
• Other debts: $____

Monthly picture:

• Income: $____
• Typical monthly savings: $____

---

Working Together

What kind of help are you looking for?

• Investment management
• Retirement planning
• Getting organized
• Tax planning
• Insurance review
• Just someone to talk through decisions

Any questions about how this works or what I do?

---

Wrap Up

Based on our conversation:

• Does this feel like something that could be helpful?
• What would be a good next step?
• Any concerns or hesitations?