In her view, your first meeting should be more about you and less about your money
Financial planner Krista Cavalieri says her first meeting with a prospective client is about discussion, not numbers. For that reason, she doesn't require anyone to bring anything specific to their first meeting unless they have an issue they want to talk about in detail.
Financial planner Krista Cavalieri says her first meeting with a prospective client is about discussion, not numbers. For that reason, she doesn't require anyone to bring anything specific to their first meeting unless they have an issue they want to talk about in detail.
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