When it comes to financial planning, the first meeting is about more than just crunching numbers—it’s about understanding your full financial picture, addressing your concerns, and setting a foundation for informed decision-making.

Join CERTIFIED FINANCIAL PLANNER, Dennis O’Keefe walks you through what happens in that initial conversation and how he and his team have designed it to be a comfortable, collaborative experience.

Whether you’re preparing for retirement, evaluating your investments, or simply seeking guidance, this episode will give you a clear understanding of what to expect in your first meeting with a financial advisor—and how it can set the stage for a secure financial future.

Dennis discusses:

The stress of initial financial meetings vs. doctor visits [00:05:00]
How personal history shapes our interactions with professionals [00:10:00]
Importance of building trust and privacy in financial consultations [00:20:00]
Comprehensive financial assessments tailored to individual needs [00:35:00]
An engaging explanation of why client comfort is key to long-term success [00:45:00]
And more

Connect with Dennis O’Keefe:

All content presented is for educational purposes only and should not be construed as an endorsement of any third party, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified

Financial Wellness: Your First Meeting with an Advisor