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The first meeting 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 an 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 advisor works with clients, the value you can receive from the 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 advisors1, the right match is out there.

Questions to think about before you meet

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 questions such as:

  • 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 an advisor, you may benefit from a second opinion from an Ameriprise advisor.

What you'll receive going forward

Your first meeting is just the beginning of an ongoing relationship and process.

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

  • One-to-one financial advice based on your goals and needs
  • Personalized recommendations for a diversified portfolio, and solutions to 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 an advisor who puts you first.

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


There’s a sense of confidence that comes from feeling in control of your finances – and working with a financial advisor can help you get there. Please share your experience and tell your friends and family about me.

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

Ameriprise Financial Q3 2020 Statistical Supplement.

The initial consultation provides an overview of financial planning concept. You will not receive written analysis and/or recommendations.  

Diversification can help protect against certain investment risks, but does not assure a profit or protect against loss.

Investment products are not federally or FDIC-insured, 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. 

Ameriprise Financial Services, LLC. Member FINRA and SIPC.