Congratulations on hiring a financial advisor. It's not easy to assess a financial advisor's value and find a good match.

Here are seven strategies to help you prepare for your initial meeting with a financial advisor: – Look into the advisor's FINRA record.

– Examine the advisor's social media profiles.

– Don't worry about bringing financial statements yet.

– Get clarity on what you need help with and why.

– Determine which criteria are most important to you.

– Create a list of questions to ask.

– Do a gut check after the meeting.