Your Consultation Is Confirmed

We’re looking forward to meeting with you and learning more about your financial goals, priorities, and questions.

Please take a few minutes to review the information below to get the most value from your upcoming conversation.

5 Steps to Prepare for Your Meeting

1. Check Your Confirmation Email

Please review the confirmation email we sent after scheduling your meeting.

This email contains:

  • Your meeting date and time
  • Your advisor’s contact information
  • Your selected meeting format (phone or Zoom)
  • Zoom access details, if applicable
  • Any additional instructions or reminders

If you do not see the email, please check your spam or promotions folder.

2. Confirm Your Meeting Preference

Your advisor will meet with you based on the format you selected during scheduling:

  • Phone Call: Your advisor will call the phone number you provided at your scheduled time.
  • Zoom Meeting: Please test your Zoom connection in advance and join a few minutes early using the link in your confirmation email.

Need to change your meeting format? Contact us before your appointment.

3. Gather Helpful Financial Documents

You do not need to prepare a full financial plan before the meeting. However, having a few key items available can help make the conversation more productive.

Helpful documents may include:

  • Recent investment account statements
  • 401(k), IRA, or retirement account balances
  • Stock compensation or equity information
  • Tax returns
  • Estate planning documents or trusts
  • Insurance policies
  • Mortgage or debt information
  • Employee benefit summaries

If you do not have everything organized yet, that is completely okay. The goal of the first meeting is simply to begin the conversation.

4. If You’re Married or Planning Together, Attend Together

For households making shared financial decisions, we strongly encourage both spouses or partners to attend the meeting.

This helps ensure:

  • Everyone’s goals and concerns are heard
  • Financial priorities are aligned
  • Recommendations and next steps are discussed together

5. Think About Your Biggest Questions

Many clients come to us during important life or financial transitions.

Before the meeting, consider:

  • What prompted you to schedule this consultation?
  • What financial decisions feel most important right now?
  • What concerns or uncertainties are top of mind?
  • What would financial confidence look like for you?

Learn More About Our Firm

Our mission is to provide caring advice that empowers people to realize true wealth.

Explore what makes our firm unique, the individuals and families we have the pleasure of serving, our investment philosophy, and more in our firm flipbook.

You'll be meeting with Kyle Buffo. You can learn more about him in the video to the right or on his bio page.

Why People Choose Mission Wealth

Mission Wealth is a nationally recognized fiduciary wealth management firm serving high-net-worth individuals and families across the U.S.

Our clients value:

  • A team-based advisory model with specialists across investments, taxes, estate planning, and philanthropy
  • Personalized planning, not product-driven recommendations
  • A long-term partnership that evolves as their life and wealth grow more complex
View all client testimonials.