Getty Images The first meeting is typically a conversation to determine if you and the advisor are a good match.

I set up our very first meeting with a certified financial planner, and learned a lot from the experience. If you’re curious about what it’s like to talk to an advisor, maybe you’ll learn ...

The documents you need to bring to the first meeting with a financial advisor are the ones you are comfortable bringing. But the advisor certainly isn’t wrong to ask you to bring these documents ...

Getty Images Information on most financial advisory firms is at your fingertips online. You can perform a search well before your first meeting.

Finding a CFP was surprisingly easy The first step was to seek out an advisor. There are many types of financial advisors, but I knew I wanted to meet with a certified financial planner.