The advisor is focused on one priority: helping you pursue your financial goals. The initial meeting will include:
- An open discussion about what's important to you in different areas of your life, including finances, home, family, work, health, leisure and giving
- A review of what steps you've already taken toward each of those goals, as well as when you would like/expect each goal to happen
- A dialogue about which financial resources you have available to pursue your goals
- A consultation about which Bank of America banking and/or Merrill investing solutions would make sense for your unique situation as well as a personalized financial strategy to help you pursue your goals.
- An agreement about next steps to take to pursue those goals