Define the help you want
Separate your immediate questions from the long-term work. You may need a one-time plan, recurring advice, investment management, or a combination. Ask which services are available separately.
Make fees comparable
Request the total expected cost in dollars for your situation. Understand which services are included, whether there is a minimum relationship, and which charges come from other providers.
Get to know the person
A firm name does not tell you who will answer your questions. Ask about your primary advisor, their team, their communication style, and how decisions are documented.
Take these questions into the conversation.
- Do you work with clients whose needs are similar to mine?
- Can we meet in New York or virtually?
- What does the first year of working together include?
Educational discussion prompts, not personalized financial, tax, or legal advice. Confirm your choices with appropriately qualified professionals.
