What to expect when speaking to a financial adviser

The Tribe

The Tribe

Taking the first step to speak with a financial adviser can seem daunting, especially if you’re unsure of what to expect.

In your first meeting with one of our financial advisers, we’ll look at both your personal and professional life goals for now and in the future.

An effective way to start thinking about your own short to long-term goals is to consider your “four L’s”, Life, Love, Learn and Legacy.

  • Life: What lifestyle do you want to have now and in ten years time?
  • Love: What are your important relationships? How will you nurture them and add value to them?
  • Learn: What are your passions that you’d like to get better at, or things you’d like to try in life?
  • Legacy: What do you want to contribute or give back to society or those around you?

After you’ve discovered your goals, your Tribeca Financial adviser will look at how to best achieve them. By considering your unique financial situation, lifestyle and newly set life goals, your adviser will create a custom plan that’s sure to get you on the right path to achieving your good life.

Feel free to contact us for more information on life goal setting and developing a strong financial roadmap to live your good life!

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