What financial info should I prepare before my introductory call with Motley Fool Wealth Management?

You aren’t required to upload your account statements or send us any documents before your first call. However, there are a few important steps you should complete ahead of your introductory call with your Fool Wealth Advisor:

1. Schedule a call by selecting a 30-minute appointment on this calendar.
2. Complete your Investor Profile. You’ll create an Investor Profile by answering a brief, 10-question survey that equips your Wealth Advisor with important information about your unique financial situation and future goals. 
3. Prepare your questions. What do you need to know about Fool Wealth in order to make a decision about investing with us? Consider what’s most important to you in a Wealth Advisor, as well as your primary financial goals. We’ll be happy to address any questions you have!
4. Attend your scheduled call. Find a quiet place to take your call, grab a pen and paper if you like to take notes (don’t worry, your Wealth Advisor will be taking notes too!) and make sure your ringer is on. We’ll call you at the number you provide. 

Thank you for considering Fool Wealth—we’re excited to get to know you better!