Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch.But a real discovery meeting shouldn’t feel like that at all.In this episode, we break down what a first meeting with a financial advisor should actually look like, especially for pre-retirees and retirees trying to make important decisions around retirement, taxes, income, and long-term planning.We walk through:What typically happens in a real discovery meetingWhat most people expect vs what actually happensHow to tell if an advisor is taking a holistic financial planning approach or just focusing on investmentsReal client examples—from families who didn’t know where to start to those who had an advisor but weren’t getting coordinated adviceThe biggest red flags to watch for when meeting with a financial advisorHave questions?Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.http://bit.ly/calltruewealth