Bossy has been working for herself for over a decade. First she was an Interior Decorator and then she was an Interior Painter and then she did some writing — in other words, if you need someone to write on your walls in a tone complementary to your fabric, Bossy is the man.
But in all the years Bossy has been working for herself, she never set her various businesses up in a way that benefitted the family on their tax returns. That will hopefully change today when Bossy and her husband meet with an accountant, who does double-duty as a financial advisor.
In order to prepare for today’s meeting, Bossy scouted the internet for a list of things to consider before meeting with a financial advisor, and she found an article aptly named How To Prepare For A Meeting With A Financial Advisor. Now who’s lucky?
- Research individual financial advisers or firms that you may be interested in speaking with. Bossy did this! On the telephone! When she called her mother! To ask who she is using!
- Interview two or three advisers before selecting the one with which you wish to work. Bossy did this too! Minus the part about interviewing two or three advisors.
- Select an adviser who best suits your personality and supports your long-term goals. And Bossy’s long term goals are driving to her accountant’s office in a few hours because he has an opening at 1 p.m. See how well-matched they are?
- Write a list of long-term goals that includes your ideas for your future. For instance, here’s one idea Bossy has for her future: will she be done with the meeting in time to watch Leonardo Dicaprio on Oprah?
- Bring a list of assets to the meeting. Done! Right here on the gum wrapper. Next to the grocery list.
- List your debts. Done! Right here on the scroll that reaches from the house that isn’t paid off to the car that isn’t paid off.
See the full list of recommendations here. Wish Bossy luck! Back with the full report tomorrow.