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If we are meeting for the first time, please know that I am interested in getting to know YOU, not just your bank statement.

You don’t have to worry about bringing any financial information to the meeting. This is an opportunity for you to tell me about yourself – what you value most in life, your money history, and your aspirations for the future.

I want to hear your story and understand your expectations, so that we can define what would make a great long-term financial planning relationship.

If you have any questions, please feel free to bring them up. I will also be asking you questions about your financial life to get a clearer picture of you and your goals.

During the meeting, I will also provide you with a preview of what it would be like to work with me.

I understand that there is a lot to talk about during the first meeting, but it is important to establish a clear understanding of your financial goals and expectations.

Please remember that you do not have to share any financial information until you feel comfortable and ready to move forward.

Disclaimer: The content above, including all information, opinions, and interactive elements, was created by the individual financial consultant. The views expressed are the consultant’s own and do not necessarily reflect the official policy or position of Financial Alliance. Financial Alliance does not guarantee the accuracy or completeness of this content and is not responsible for any errors or omissions. If you believe any information is inaccurate or have other feedback regarding this content, please contact us at feedback@fa.com.sg.

Readers should seek independent, unbiased financial advice that is customised to their specific financial objectives, situation, and needs. This publication has not been reviewed by the Monetary Authority of Singapore.

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