Life & Money Everyday Money Managing Finances Meeting With a Financial Advisor for the First Time? Here’s What to Bring Part of our Finance Fundamentals series Julia Chang Jan 19, 2022 With the right documents, you and your financial advisor can align early on what steps you should take. Photo credit: Sam Edwards / Getty Images share Want more? Get financial tips, tools, and more with our monthly newsletter. First name* Last name* Email* Sign me up Related Articles article Meeting With a Financial Advisor for the First Time? Here’s What to Ask Learn more article How to Manage Debt in 7 Steps Learn more article Here’s How to Pay Down Your Credit Card Debt (For Good!) Learn more