Start with three things: what prompted you to reach out, what you’d like to understand better and a broad outline of what you already have.
What should I have ready?
- What prompted you to reach out. A new responsibility, a change at home or simply a question you’ve been meaning to ask.
- What you’d like to understand better. Write the questions down so they stay part of the conversation.
- A broad outline of what you already have. A general picture is enough to begin.
Do I need to send documents first?
No. You don’t need to upload sensitive records to get started. Ask how any necessary documents should be shared securely.
Key takeaway: bring your reason for reaching out, your questions and a broad outline of what you have. Sensitive records can wait until you know how to share them securely.
How should the conversation end?
At the end of the conversation, confirm the next step and which questions remain open. When you’re ready, send a message and share what you’d like to discuss.
