Getting started
Whether you are considering financial planning, looking for an advisor in your community, or preparing for your first meeting, we do our best to make sure you're comfortable throughout the process.
Consider your financial needs
Decide whether financial planning is right for you. Get information on different types
of services and how to select a firm.
Get more
information about financial planning at Ameriprise
How to contact an Ameriprise advisor
Learn how to find a match in your community and set up a meeting in person.
Begin
your search
Before your first meeting
Find out what to bring and how to prepare for your complimentary initial consultation.
Get
ready
Your first meeting
The first meeting is your chance to get to know a financial advisor near you and
learn about Ameriprise financial planning, with no obligation.
View
first meeting agenda
After your first meeting
Once you've decided to work together, the financial advisor can start developing your
financial plan.
Follow-up
planning discussions
The complimentary initial consultation provides an overview of financial planning concepts, and does not include a written analysis and/or recommendations.
Financial planning services and investments offered through Ameriprise Financial Services, Inc., Member FINRA and SIPC.
Neither Ameriprise Financial nor its affiliates or representatives may provide tax or legal advice. Consult your tax advisor or attorney about specific issues.
Find an advisor
Related information
What is a personal financial plan?
Think of a financial plan as a blueprint for you and your life.
See
what goes into a plan
