Your first meeting with an O'Keefe Financial Advisor
The path to financial confidence starts with planning your financial goals with a certified Ocean Springs financial advisor. It’s an opportunity for you to ask questions, talk informally about your goals and dreams and get to know the advisor.
Preparing for your initial consultation
While every conversation is different, you can expect your financial advisor to cover some general information and get a sense of what it’s like to collaborate with your advisor.
To help prepare for your meeting with one of our experienced financial planners in Ocean Springs about your savings account and financial goals, you should have a basic idea of your current financial picture. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?
After your initial consultation...
Questions for the follow up financial advisor meeting to think about in advance
If you haven’t already, think about the priorities you have for your financial future. Come prepared to answer these financial goal planning questions with our Ocean Springs office:
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What’s exciting?
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What worries you when you think about finances?
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Was there a recent event that caused you to consider seeking advice?
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Are you saving for a child’s or grandchild’s education?
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Are you getting the personal attention you need from your advisor?
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Are you considering purchasing a new home?
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What would you like to do when you retire?
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How can you plan now to ensure your legacy is the one you envision?
What to expect in your first financial goal planning meeting
Your advisor will work with you to identify and prioritize your goals and dreams to get an idea of where you are and where you want to go.
To understand the big picture and see the progress you’ve already made, your advisor may recommend documents to gather and bring to your first meeting, which could include:
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Bank statements
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Investment statements
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Insurance policies
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401(k) statements
Once your advisor has a clear understanding of your financial life, they can help you create a plan to achieve your goals.
After your first planning meeting, if you feel the relationship is the right fit, you and your Ocean Springs advisor will discuss your customized savings plan and your financial goals.