Pre-Meeting Questions - LibertyCrown Financial Planning

Jul 3, 2018

Advisor Research Partners


Welcome to Advisor Research Partners, your trusted partner for comprehensive financial planning consultations. In this section, we provide a list of pre-meeting questions that will help our team at LibertyCrown Financial Planning better understand your unique financial needs and goals.

Why Pre-Meeting Questions Matter

Effective financial planning requires a deep understanding of your current financial situation, your long-term goals, and your risk tolerance. By asking in-depth pre-meeting questions, we can gather the necessary information to tailor our advice and recommendations specifically for you.

Pre-meeting questions allow us to dig deeper into various financial aspects, such as retirement planning, investments, insurance, tax planning, and estate planning. The more detailed information we have, the more accurate and personalized our strategies will be.

Pre-Meeting Questions Checklist

To help you prepare for our consultation, please consider the following pre-meeting questions:

Financial Goals

  • What are your short-term and long-term financial goals?
  • Do you have any specific milestones you want to achieve?
  • Are you interested in saving for education, retirement, or a major purchase?

Current Financial Situation

  • What is your current income, expenses, and debt?
  • Do you have any existing investment or retirement accounts?
  • What is your estimated net worth?
  • Are there any financial challenges or concerns you currently face?

Risk Tolerance

  • How comfortable are you with investment risks?
  • What is your preferred investment style?
  • Do you have any specific aversions to certain investment types?

Retirement Planning

  • At what age do you plan to retire?
  • What lifestyle do you envision during retirement?
  • Do you have existing retirement accounts or savings?


  • What is your investment experience?
  • What is your investment time horizon?
  • Are there any specific investment goals you would like to achieve?


  • Do you have existing insurance policies?
  • What type of insurance coverage do you currently have?
  • Are there any specific insurance needs or concerns?

Tax Planning

  • What is your current tax situation?
  • Are there any specific tax planning strategies you would like to explore?
  • Do you have any tax-related concerns?

Estate Planning

  • Do you have an existing estate plan?
  • Are there any specific estate planning objectives you would like to discuss?
  • Are there any inheritance considerations or concerns?

How to Answer Pre-Meeting Questions

We understand that answering these questions can be overwhelming. However, providing accurate and detailed answers is essential for us to develop a comprehensive financial plan personalized to your needs.

Take your time to reflect on the questions and gather all the necessary information. If needed, gather your financial documents, such as bank statements, investment portfolios, insurance policies, tax returns, and estate planning documents. Being prepared will ensure a productive and meaningful consultation.


By answering our pre-meeting questions, you are taking an important step towards securing your financial future. At Advisor Research Partners, we are committed to providing you with the highest level of financial planning advice and guidance.

Once you have completed the pre-meeting questions, feel free to schedule a consultation with our team at LibertyCrown Financial Planning. We look forward to working with you and helping you achieve your financial goals.

Megan Gailey
👍 Very helpful. Thanks!
Oct 16, 2023
Lindsay Beaton
Informative and helpful.
Oct 4, 2023