While committing to making a change can be exciting, deciding where to begin can be overwhelming. Whether you have a simple question about how to manage, plan or invest—or you're ready to take some real action—UBS is here to help.
What to expect?
It all starts with a personalized financial wellness assessment. Make your appointment online, and we'll reach out to you to start the conversation. Though not necessary, it can be helpful to come prepared with some questions. Our Financial Advisors will listen to your goals and concerns and help shape the conversation to get you the answers you need. After your talk, they'll send you a copy of your assessment so you can see where you stand. Together, you can build an action plan and decide on any next steps.
Taking the first step is important, but so is keeping up your momentum. Whether it's your first call or you just need some extra motivation this week, we can help.