Getting started
A guide to your first financial planning meeting
Not sure what to expect from a consultation? We understand. At Ameriprise Financial, we know that your finances are a personal matter and that you may not be familiar with all the financial terms. That's why we do our best to guide you and make sure you're comfortable throughout the financial planning process, starting with your confidential consultation.
The first time you meet, one of our financial advisors will ask you about your dreams and goals and talk to you about our financial planning process. It's your opportunity to talk through your top concerns — tax strategies, college planning, retirement — with a qualified financial advisor. It's also a chance for you to decide whether the advisor you meet might be a good fit for you. We hope it will be the first step towards a long-term, professional relationship.
Remember, you're under no obligation. Your complimentary consultation is simply a chance for you to see if Ameriprise financial planning is right for you.
Before your first meeting
Find out what to bring and how to prepare for your initial consultation.
The complimentary initial consultation provides an overview of financial planning concepts, and does not include a written analysis and/or recommendations.
Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.
