What Should I Prepare for Our First Meeting?

Short Answer

Messett Financial will send you a questionnaire in advance so we can better understand your goals and financial background. You don’t need to do extensive prep—but taking time to reflect on your values, objectives, and bringing any questions you have can make the meeting more meaningful. Messett Financial

Why This Matters

While a few of the financial advisors focus only on paperwork, Messett Financial distinguishes itself by starting with you—your values, goals, and concerns. The initial questionnaire helps them tailor the session to your needs right from the start. Messett Financial+1

What You Can Bring (If You’d Like)

Although not required, bringing a few documents can help accelerate the planning process and give a clearer snapshot of your financial situation:

  • Most recent tax returns, W-2s, 1099s, or pay stubs

  • Retirement and investment account statements (401(k), IRAs, brokerage accounts)

  • Bank statements and cash account summaries

  • Documentation of debts—like mortgages, student loans, or credit cards

  • Insurance policies (life, disability, homeowner’s, etc.)

  • Social Security statement or pension estimates

  • Any existing financial plans or net worth snapshots

What’s Most Valuable

  1. Your Goals & Values
    Be ready to discuss what matters most—retirement, college savings, business succession, legacy planning, or something else entirely. Understanding this helps Messett Financial provide advice that truly aligns with your priorities.

  2. Questions for Us
    Have a few thoughtful questions ready—about our experience, fee structure, fiduciary approach, or how we’ll communicate and collaborate. It’s important that the way we work fits your expectations.

Summary Table

Preparation Type What Especially Helps
Questionnaire The main tool we’ll use to tailor the meeting.
Documents (Optional) Financial statements, tax returns, account summaries help deepen the discussion.
Self-Reflection Clarity on goals, values, and concerns drives better results.
Curious Questions Helps you evaluate fit and shows you’re engaged in the process.

Final Thoughts

You don’t need to stress about paperwork—Messett Financial will guide the process from Day One, starting with a questionnaire. If you want to go deeper, bringing documents can be helpful, but your goals and questions are truly what guide the conversation. This approach ensures the meeting is productive, personal, and grounded in what matters to you.