Write down what is working
Identify the services you value and the gaps you want to discuss. Give every prospective advisor the same context so comparisons remain useful.
Separate price from scope
A lower percentage does not necessarily mean the same service at a lower cost. Compare planning, investment expenses, account charges, communication, and specialist coordination together.
Keep the decision in your hands
A first meeting is a chance to ask questions. Request written information and time to review it before authorizing an account transfer or signing an engagement.
Take these questions into the conversation.
- What would you review before suggesting a change?
- What is the complete cost of your proposed service?
- What transfer costs, tax questions, or service differences should I understand?
Educational discussion prompts, not personalized financial, tax, or legal advice. Confirm your choices with appropriately qualified professionals.
