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  "path": "/retirement/retirement-planning/tips-for-the-first-meeting-with-your-financial-adviser",
  "publishedAt": "2026-05-12T09:35:00.000Z",
  "site": "https://www.kiplinger.com",
  "tags": [
    "Retirement Planning",
    "Wealth Creation",
    "Estate Planning",
    "Tax Planning",
    "Retirement",
    "Investing",
    "Wealth Management",
    "Taxes"
  ],
  "textContent": "The first meeting with a new adviser can be intimidating, but you can reduce your worry and ensure you're hiring the right person by following a few rules.",
  "title": "5 Do's and Don'ts for a Successful First Meeting With Your Financial Adviser"
}