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Situations I wish I had taken better notes (both before and after):

- Doctor visits

- Lawyer visits

- Pre-purchase home inspections

- Financial advisor meetings




If you don't have the possibility of taking notes and it is important pop up a recorder on your phone and use it. When you get the chance get over the recording and take notes this time. You will know what you want to write down in retrospective. You can skip through the parts that are not important.


To add to that, having a notes app on my phone where I can, in advance of one of these consequential (but infrequent) meetings, accumulate my concerns and questions ahead of time is a lifesaver.

Given that my brain is very happy to erase itself while in conversation, I've found pre-notes to be an important tool in making sure that I come out of those (expensive) conversations with all of my questions answered.




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