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What to Expect with Your First Consultation Appointment?

21 November, 2024

Financial Management and Retirement Planning Near You in Overland Park

Selecting the person to handle your investments is a tremendous step in life. If all goes well, this could conceivably be the person who handles the bulk of your financial future for the next three decades or more. It’s the person that ensures you are financially secure for the remainder of your life, as well as your children and your grandchildren. Private wealth management, financial planning, and retirement planning require an individual to focus on today while simultaneously thinking ahead to the future.

So, how does Foresight Financial Design work with potential investors and those needing financial solutions? Let’s dive in.

How Your First Consultation Will Work

Think of your first consultation as officially opening up the lines of communication between yourself and your financial advisor. As with any dialogue between two parties, the lines of communication will be a two-way street.

You should feel free to tell us your goals, your aspirations, and where you want to be once you hit retirement age. You should also give us a full run-down on where you’re at now with your career, investment portfolio, insurance policies, 401(k), and so forth. This also gives you an opportunity to ask us any burning questions you may have.

As your financial advisor, we will want to see financial statements and documentation so that we can paint an accurate picture of where you stand. Once we can confirm where you’re at financially, it’ll be easier for us to get an idea of the potential places we can take you from an investment standpoint.

For instance, some of our clients have thirty or more years before they hit retirement, so they are more comfortable with investments that are higher in risk with bigger potential to pay off huge dividends. Other clients are coming up on retirement age, which means they may be more inclined to pursue low risk opportunities that are guaranteed to pay off. Everyone’s situation is unique, and we take that into account here at Foresight Financial Design.

Answering Your Most Important Questions About Financial Planning and Investing

Investing and financial planning shouldn’t be a magic card trick where we only show you the things you’re meant to see. There’s no sleight of hand involved. The fact of the matter is we want our clients to be as knowledgeable as we are when it comes to their investments and how their financial future is being planned.

To become knowledgeable, it helps to ask questions. Lots of questions, in fact. That’s another big part of your first consultation with us. You finally get to ask an expert financial advisor exactly what they’re going to do and how they plan on doing it.

Some of the most common topics or questions clients ask during the first meeting include:

  • “How do you plan on meeting my retirement goals?”
  • “What are the safest investment opportunities at my disposal?”
  • “Is cryptocurrency worth adding to my portfolio?”
  • “Can you assist me with small business finance issues?”
  • “What’s your experience with private wealth management?”
  • “What financial strategies work when inflation is rising?”
  • “Is there a way to reduce taxes when tax rates increase in 2026, or beyond?”
  • “How can I be assured I don’t outlive my retirement savings?”

The beauty of working with us is that we believe in transparency, which means you can ask us whatever you want whenever you want. Our financial advisors here at Foresight Financial Design are open books when it comes to our decision-making process and how we use your investment capital. The most important thing you’ll walk away with after your first consultation is knowing that everyone is on the same page.

Contact Foresight Financial Design Today for Expert Financial Planning

In addition to helping folks understand investments and finding financial solutions, Foresight Financial Design also offers the following services:

For more information, call the team at Foresight Financial Design at (913) 346-3465 or email us at info@foresightfinancialdesign.com

Our team will be happy to sit down with you and discuss your financial goals in addition to areas of opportunity that we see regarding your portfolio. It’s never too early to start thinking about financial planning for your future. Get in touch with us today to schedule your initial consultation.