Prepare for a Meeting With a Financial or Tax Professional

    Help me prepare for a meeting with a financial professional.

Who I'm meeting and why (a financial advisor, accountant, tax preparer, mortgage broker — and the reason): {{who_and_why}}
My situation and what I'm hoping to get out of it: {{context_and_goal}}
What I already know or have decided, if anything: {{known}}

Please help me show up prepared:
- A prioritized list of **questions to ask** — about my specific situation and goals, plus smart general ones (their fees and how they're paid, whether they're a fiduciary, their approach, the risks and downsides of what they suggest).
- The **documents and numbers to bring** so the meeting is productive (income, statements, debts, goals — whatever fits this kind of meeting).
- What to **clarify or watch for** — how to tell if advice is in my interest, jargon to ask them to explain, and how to avoid being rushed into a product.
- A short list of **decisions to make on my own** beforehand (my goals, my risk comfort, my questions) so I steer the conversation.

This is exactly the right move — a qualified professional who knows your full situation is who should give personal financial or tax advice; my job is to help you get the most out of that meeting. Use only what I told you; don't invent details about my finances. If I didn't say who I'm meeting or why, ask.