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The Advisor Prep Packet
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$12.99
$12.99
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The Advisor Prep Packet is a comprehensive, 8-page digital guide designed to help you walk into your financial advisor appointment prepared, organized, and empowered. Whether it’s your first meeting or your fifth, this toolkit equips you with the clarity and structure needed to make the most of your time and investment.

 

Inside, you’ll find:

  • A step-by-step pre-appointment checklist
  • A printable financial snapshot worksheet
  • Goal-setting templates and reflection prompts
  • The top 10 questions to ask your advisor
  • A post-meeting action guide
  • Bonus: Recommended tools and exclusive resources to streamline your financial journey


✅ Instant download

✅ Print-ready or fillable on any device

✅ Use it forever — update it as your goals grow


You will get a PDF (3MB) file