An initial discovery meeting with a Fidelity Bank Wealth Management Advisor is a vital first step in building a personalized financial strategy. This meeting is an opportunity for you and your advisor to get to know each other, discuss your current financial situation, and explore your long-term goals.

What is an Initial Discovery Meeting?

The initial discovery meeting is a strategic conversation where the advisor seeks to understand your financial needs, challenges, and aspirations. This meeting allows you to share detailed information about your financial situation, including income, expenses, assets, liabilities, and any upcoming life events or changes that could impact your finances. It’s also a chance for you to ask questions about the advisor’s experience, approach, and the services offered to determine if they align with your financial goals.

Benefits of an Initial Discovery Meeting

1. Personalized Assessment: The meeting allows the advisor to review your personal financial information in detail. This helps in creating a tailored plan that suits your unique needs and goals.

2. Clear Understanding of Services: You will learn about the different service options available at Fidelity Bank, including wealth management strategies, investment options, and retirement planning. Understanding these services helps you make informed decisions about your financial future.

3. Opportunity to Build Trust: This initial meeting is crucial for establishing a trusting relationship with your advisor. You can gauge their expertise, ask about their qualifications, and understand their approach to financial management.

4. Transparency on Costs: During the meeting, you will be informed about the costs associated with different services, ensuring there are no surprises down the line. This transparency helps you understand the value of the services provided and how they align with your financial planning budget.

5. Setting the Foundation for Financial Success: By identifying your financial goals and any potential challenges upfront, the advisor can help set the foundation for a comprehensive financial strategy that evolves with your needs over time.

What to Expect at the Meeting

During the initial discovery meeting, you should be prepared to discuss your financial history, current situation, and future objectives. Your advisor will ask questions to better understand your risk tolerance, investment preferences, and any concerns you may have about managing your wealth. You’ll also have the chance to ask about the advisor’s qualifications, investment philosophy, and how they plan to help you achieve your financial goals.

Questions to Ask Yourself Before Meeting with Your Wealth Manager Advisor

Questions for Your Wealth Management Advisor

Topics to Discuss During Your First Meeting

Getting to Know You

The initial discovery meeting is more than just an introduction; it’s a collaborative effort to understand your financial landscape and plan for your future. By participating in this strategic discussion, you and your Fidelity Bank Wealth Management Advisor can work together to develop a robust financial plan that supports your long-term aspirations.