During your complimentary ONE HOUR initial consultation, you’ll learn how the financial advisor works with clients, the value you can receive from the financial advisor, the costs associated if you decide to work together, and next steps.

You may be asked to provide financial documents such as:

• Bank statements
• Investment statements
• Insurance policies
• 401(k) statements

If, after your first meeting, you feel the relationship isn’t a good fit, that’s perfectly alright.

To help prepare for your consultation, you should have a basic idea of your current financial picture and financial goals. Consider how you’d answer these five questions:

• What are your most important financial goals right now?
• What concerns you most about your finances?
• Did a specific life event or need prompt you to seek advice?
• How are your investments performing in current market conditions?
• What are you looking for from a financial advisor? What are you not receiving currently?

Even if you’re currently working with a financial advisor, you may benefit from a second opinion from Genesis Financial Advisors.

Your first meeting with a Genesis financial advisor is just the beginning of an ongoing process.

Once you decide to work with an Genesis financial advisor, you can expect:

• One-to-one financial advice based on your goals and needs.
• Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
• Regular meetings to review your goals, progress and investments.
• Anytime access to your investments, and digital tools to help you stay on track.