---
title: "Pre-Call Checklist: What to Prepare Before Your Second Financial Planning Call"
description: To ensure your upcoming meeting with Advisor Wealth Management is productive and focused, please complete the following steps prior to your scheduled call:
---

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

## To ensure your upcoming meeting with Advisor Wealth Management is productive and focused, please complete the following steps prior to your scheduled call:

#### 🔹 Step 1: Upload Financial Documentation

📂 **Use your RightCapital Vault** to securely upload the following:

- **Most recent investment statements**
- **Most recent pay stub(s)**
- **401(k) Summary Plan Description (SPD)** (if applicable and not already submitted)

📎 *Need help uploading?*[\[Click Here\]](https://help.advisor.com/getting-started-with-rightcapital?hsLang=en)

---

#### 🔹 Step 2: Review Your Uploaded Files

✔️ **Double-check for completion and accuracy:**

- Are all relevant documents uploaded?
- Are the files clear, accurate, and up to date?

---

#### 🔹 Step 3: Prepare for the Call

📌 **Be ready to discuss the following:**

- Your uploaded documentation
- Any updates to your financial situation since Call 1
- Questions or concerns related to your income, 401(k), or investment strategy

---

Completing this checklist ahead of time allows us to make the most of your time and move confidently into the next phase of your financial planning journey.

Need assistance before the call? Contact us at **help@advisor.com**.

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