— Michael Liersh, PhD, Global Head of Wealth Planning & Advice at J.P. Morgan
How confident do you feel about your financial future?
Click to explore the different levels of confidence.
Here are a few things to think about as you start to get ready for your first meeting with your advisor.
How do you feel about your financial and investment knowledge?
What is the number one thing you want your money to do for you?
Do you feel you have enough to accomplish what you’d like to?
How involved do you want to be in day-to-day financial decisions?
Let’s Get Started
Meet with a local Chase Private Client team and learn more in person.