{"id":175,"date":"2026-11-01T04:35:56","date_gmt":"2026-11-01T04:35:56","guid":{"rendered":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/how-to-prepare-your-first-meeting-with-your-advisor\/"},"modified":"2026-11-01T04:35:56","modified_gmt":"2026-11-01T04:35:56","slug":"how-to-prepare-your-first-meeting-with-your-advisor","status":"publish","type":"post","link":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/how-to-prepare-your-first-meeting-with-your-advisor\/","title":{"rendered":"How to prepare your first meeting with your advisor"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The first meeting sets the tone for the whole relationship. With a little preparation, in one hour you will have a clear picture of your situation and a plan for the coming months.<\/p><h2 class=\"wp-block-heading\">What to bring<\/h2><ul class=\"wp-block-list\"><li>Your last tax returns (quarterly and annual).<\/li><li>Invoices issued and received this year.<\/li><li>Bank statements of the business account.<\/li><li>Contracts, loans and any notice from public offices.<\/li><\/ul><figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"420\" height=\"550\" src=\"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-content\/uploads\/2026\/11\/unika-consulting-service04.jpg\" alt=\"One hour is enough to get a clear picture.\" class=\"wp-image-156\" srcset=\"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-content\/uploads\/2026\/11\/unika-consulting-service04.jpg 420w, https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-content\/uploads\/2026\/11\/unika-consulting-service04-229x300.jpg 229w\" sizes=\"(max-width: 420px) 100vw, 420px\" \/><figcaption class=\"wp-element-caption\">One hour is enough to get a clear picture.<\/figcaption><\/figure><h2 class=\"wp-block-heading\">Questions you should ask<\/h2><p class=\"wp-block-paragraph\">Ask exactly what the fee includes, who will look after you, how you will send the documents and how quickly they answer. A good advisor answers clearly and puts it in writing.<\/p><blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p class=\"wp-block-paragraph\">The best advisor is the one who calls you before the problem, not after.<\/p><\/blockquote><h3 class=\"wp-block-heading\">What you should take away<\/h3><p class=\"wp-block-paragraph\">A list of the deadlines that affect you, a closed fee and the next steps. If you leave with doubts, it was not a good first meeting.<\/p>","protected":false},"excerpt":{"rendered":"<p>The documents to bring, the questions to ask and what you should take away from the first meeting.<\/p>\n","protected":false},"author":1,"featured_media":155,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[40],"tags":[],"class_list":["post-175","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ukc-news"],"_links":{"self":[{"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/posts\/175","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/comments?post=175"}],"version-history":[{"count":0,"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/posts\/175\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/media\/155"}],"wp:attachment":[{"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/media?parent=175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/categories?post=175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/shop.unikaweb.es\/unika-consulting-theme\/wp-json\/wp\/v2\/tags?post=175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}