Preparing for your meeting
Let’s make this count. Ahead of your meeting, review these items and send us any questions you have.
You can always return to this page via the link in your confirmation email from Calendly! Let us know how we can help at inquiry@blackbarnfinancial.com.
Need to reschedule? Reach out to us and we’ll help you find a convenient appointment.
1. Gathering all the pieces
2. What’s on your mind?
Consult our document checklist for the most common pieces of information we use to put together your plan.
Gather the most relevant documents, statements, and notes to send to your advisor here. If we need any additional info, we’ll reach out.
Understanding your full financial picture is crucial for our conversations and allows your advisor to tailor-make your plan.
If it’s been a while since you completed a risk survey, our office will ask you to weigh in again. Please keep an eye out for the link and complete promptly - risk survey links expire after 14 days.
A few variables come into play when measuring your personal tolerance and appetite for risk.
When do you need to access your money - are you contributing to a nest egg, or are you already in a time of life where you’re making use of the growth in your accounts?
And when you think about your investments, do you feel the need to constantly check in, or are you confident through the ups and downs of the market?