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Working Together

Meeting with a financial advisor is the first step in the financial planning process, and we hope it leaves you feeling more confident about your financial future. We understand, however, that many new clients are not quite sure what to expect at their first meeting. For example, what should you bring?

The first meeting will be a conversation that will allow you and the advisor to get to know one another by focusing on your current situation and future dreams. Moving forward, your Ameriprise financial advisor will continue to have discussions about all aspects of your financial situation and how it relates back to your dreams and goals.

What to expect

While every client meeting is unique, during the first meeting, an advisor will usually:

  • Provide a history of Ameriprise Financial and our unique Dream > Plan > Track >® approach
  • Explain the financial planning process
  • Identify your goals and any financial concerns you may have

What to bring

For the first meeting with an advisor, we suggest you bring the following:

  • A list of any questions you have regarding your current financial situation
  • Supporting documents for accounts or areas of your financial picture that you feel deserve immediate attention
  • A list of future dreams and goals you would like to achieve, including both short- and long-term goals

About Private Wealth Advisors

Ameriprise Private Wealth Advisors provide the attention, experience and dedication you desire as an affluent client. With years of experience, the highest level of financial planning credentials and specialized training and support from a team of experts, members of this elite group of advisors are among the most qualified in the industry. They have dedicated their practice to meeting your complex and unique wealth management needs.

About Ameriprise Financial

Ameriprise is America’s leading financial planning firm. More people come to Ameriprise for financial planning than any other company.1

Ameriprise Financial has more than 110 years of history helping clients plan for retirement. We have more than 2.8 million individual, business and institutional clients and $451 billion in owned, managed and administered assets as of March 31, 2008.

We offer and distribute a broad array of investment and insurance protection products and services that help our clients stay on track toward their financial goals and dreams. Our comprehensive and personalized financial planning approach is built on a long-term relationship with one of our 10,000 advisors* who help clients prepare for the future.

*As of March 31, 2008. Source: Ameriprise Financial First Quarter 2008 Statistical Supplement

1 Ameriprise helped pioneer the financial planning process more than 30 years ago. Our unique Dream > Plan > Track >® approach is about more than just numbers, it’s both science and art. We have more financial planning clients and more CERTIFIED FINANCIAL PLANNER™ professionals than any other company in the U.S. based on data filed at adviserinfo.sec.gov and documented by the CFP Board of Standards, as of Dec. 31, 2006.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


A financial advisory practice of Ameriprise Financial Services, Inc.