Preparing to talk with a financial advisor

Find an advisor an and make the most out of limited, high-value time with them

Many people know that they need financial advice, but they either don't know what kind of advisor to use, or they go into a relationship with an advisor not knowing how to manage the time. This life admin pack can help you prepare.

Price:

150

Who's it For?

(A) Folks looking for financial advice, or (B) folks who want to get more value from their existing financial advisor

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.

For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!

Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental Prep

Pre-work review: We'll review a podcast episode or reading on personal finance mindsets and how our existing financial narratives often shape behavior

Identifying

Discuss your current financial situation and your interest in finding financial advice
If relevant, we'll review the latest research on financial advice offerings today—price structures, what it means to have a fiduciary relationship, and more
Consultation on setting your financial goals—the key input most advisors need to provide clear advice without spending a lot of hours with them

Doing

Together, we'll make sure you're ready to share financial information with your future advisor—checking on the state of your passwords, creating a financial account list, and getting together key documents
We'll develop and document your financial goals in a format and level of specificity that will help a financial advisor consult with you on how to prepare for them
We'll identify the ideal time and situation to talk with your financial advisor throughout the year, setting up a pre-schedule for you to use to find time with them

Problems this pack addresses:

What can you expect in this pack?

You'll receive easy-to-grasp research on the state of today's financial offerings and key factors you might consider

Identifying expectations for your life never start with money. They’re about where your heart is leading you—your hopes, dreams, and ideas.

We'll help identify how your desires and situation align with what financial advice services have to offer

Sessions will be tailored, defining what we aim to accomplish in the first session

Key actions are completed as shared-screen activities. You will never share access to sensitive info.

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

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Important information

Wayshaping is a media and personal services business, based in Philadelphia, PA. Trademark pending.

By using this property, you agree to the Terms of Service and Privacy Notice.

Wayshaping is not a financial service provider and does not provide investment advice, tax advice, or financial planning, of any kind. Wayshaping is not an insurance broker. All information related to investing, personal finance, insurance, or banking is for educational purposes only.

Wayshaping assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). It is your responsibility to evaluate the accuracy and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, including, but not limited to, implied warranties of fitness for a particular purpose, non-infringement, security, or quality.

Wayshaping life admin services are one-on-one coaching services where educational information is shared with participating clients. The services are a partnership between Wayshaping and the client to maximize personal potential. All actions taken are the sole responsibility of the client. Services do not constitute or include: investment advice, insurance recommendations, tax advice, medical advice, psychotherapy, or financial planning.

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