Navigating Your First Meeting with a Financial Advisor

Do you need help making a strategy to meet your financial goals? You don’t have to do it alone— that’s what a wealth advisor is for. Today, Nicole is joined once again by Peter Mallouk, CEO of the award-winning wealth management and investment advisory firm Creative Planning. Peter unpacks all the common questions about finding a financial advisor— from the small details like what to bring to your first appointment; to the big ones like how to find the right financial advisor for your goals. 

If you’re ready to take the next step toward your financial goals, set-up a free 15-minute consultation with Creative Planning at creativeplanning.com/nicole