Nervous about meeting with a financial advisor for the first time? You might be surprised by what actually happens. In this episode of Life & Money Unlocked, Scott Davis and Maria Wojciechowski of Catalyst Wealth Advisory pull back the curtain on the first client meeting. From what documents to bring and what questions to ask, to discussing financial goals, risk tolerance, and even the questions many people are afraid to ask, they explain how the discovery process works. The conversation also explores common misconceptions, the importance of trust, and why there’s no such thing as a dumb question when it comes to your financial future.

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