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The first meeting with a financial advisor is about what's most important to you

We can help you navigate your financial future. It all starts with a conversation.

The path to your financial future starts with your complimentary initial consultation with a financial advisor. Meeting a financial advisor is an opportunity for you to ask questions, talk about your long-term goals and current priorities and get to know each other.

What you can expect from your first meeting

During your complimentary initial consultation, you’ll learn how the financial advisor works with clients, the value you can receive from the financial advisor, the costs associated if you decide to work together, and next steps.

You may be asked to provide financial documents such as:

  • Bank statements
  • Investment statements
  • Insurance policies
  • 401(k) statements

If, after your first meeting, you feel the relationship isn’t a good fit, that’s perfectly alright. With more than 10,000 Ameriprise financial advisors1, the right match is out there.

Questions to ask yourself before your first meeting with a financial advisor

To help prepare for your consultation, you should have a basic idea of your current financial picture and financial goals. Consider how you’d answer these five questions:

  • What are your most important financial goals right now?
  • What concerns you most about your finances?
  • Did a specific life event or need prompt you to seek advice?
  • How are your investments performing in current market conditions?
  • What are you looking for from a financial advisor? What are you not receiving currently?

Even if you’re currently working with a financial advisor, you may benefit from a second opinion from an Ameriprise financial advisor.

What you'll receive going forward

Your first meeting with an Ameriprise financial advisor is just the beginning of an ongoing relationship and process.

Once you decide to work with an Ameriprise financial advisor, you can expect:

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty
  • Regular meetings to review your goals, progress and investments
  • Anytime access to your investments, and digital tools to help you stay on track   
Set up your complimentary initial consultation with a financial advisor who puts you first.

Or, request an appointment online to speak with an advisor. 


At Ameriprise, the financial advice we give each of our clients is personalized, based on your goals and no one else's. 

If you know someone who could benefit from a conversation, please refer me.

Background and qualification information is available at FINRA's BrokerCheck website.

1Ameriprise Financial Q4 2023 Earnings Release.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Diversification does not assure a profit or protect against loss.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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