Our Thoughts

Five Steps to Prepare for Your First Meeting With a Financial Advisor

The first few months of the year always see an uptick in new faces stopping by both our Reston and Midland offices. It’s a time when many people are making the decision to get some expert assistance with their assets, and many are meeting with a financial advisor for the first time. So what should you do to make the most out of that initial meeting? Associate Financial Advisor Evan Meyers shares some tips.