---
title: "Pre-Call Checklist: What to Prepare Before Your First Financial Planning Call"
description: To ensure your first call with Advisor Wealth Management is as productive as possible, please review the following checklist before your scheduled meeting.
---

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# Pre-Call Checklist: What to Prepare Before Your First Financial Planning Call

## To ensure your first call with Advisor Wealth Management is as productive as possible, please review the following checklist before your scheduled meeting.

#### **Step 1: Gather Your Financial Documentation**

      **Upload Key Documents to your [RightCapital Vault](https://app.rightcapital.com/account/login)**

- Upload your most recent pay stub to the RightCapital Vault.
- Upload your most recent investment statements to the RightCapital Vault.
- Upload your most recent tax return to your vault as well.

      **Need Help? [Click Here](https://help.advisor.com/rightcapital-basics?hsLang=en)**

#### **Step 2: Set Up Your Financial Planning Profile**

     **Link Your Financial Accounts**

- Use the aggregator connection tool in RightCapital to link your financial accounts.
- If your bank is not available in the aggregator options, you can add it manually.

     **Need Help? [Click Here](https://help.advisor.com/how-to-link-your-accounts-in-rightcapital?hsLang=en)**

#### **Step 3: Prepare for Your Call**

**Next Steps & Discussion Topics**  
Write down any questions or concerns you’d like to discuss and be ready to talk about your current investments, and recent financial changes.

Completing these steps before your first call will ensure a smooth and efficient discussion, allowing us to focus on building your financial strategy right away.

If you need any assistance before the call, don’t hesitate to reach out to help@advisor.com! 

 

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