Conversations with a CFP, Vol. 14- Tips for Choosing the Right Financial Advisor
Podcast: Financially IntentionalPublished On: Mon May 25 2020
Description: Send us Fan MailIn this episode, we are addressing what to look for and expect when deciding to work with a financial planner. We cover:Fiduciary and what that means.Delegating vs Abdigating money management responsibilityKnow about the company/firm they work forGetting to know the individual you will be working with by asking questionsIf your goal is to achieve FIRE, make sure they understand FIRE and know how to help you reach your goalsGet the Mindful Millionaire BookWork with Leisa PetersonLearn more about Leisa from Episode 39 We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. Stay connected:Join the NOF Facebook groupTo read the full show notes, visit https://www.nursesonfirepodcast.com/cfpHow to share a podcastHow to subscribe, rate and review a podcastTo learn more about the giveaway, click hereSupport the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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