In this episode, we discuss the important topic of finding and working with a financial planner or advisor. We cover everything from choosing the right advisor to understanding their qualifications and compensation structures. Join us as we explore the qualities to look for, the questions to ask, and how to ensure your advisor aligns with your financial goals and values. Whether you're just starting your financial journey or planning for retirement, this episode will provide valuable insights to help you make informed decisions. Tune in now and discover the benefits of working with a financial planner.

Resources

10-questions-to-ask-a-financial-advisor
XY Planning Network
National Association of Personal Financial Advisors (NAPFA)
FINRA BrokerCheck
Fee Only Network


Financial Planning Association (FPA)
Garrett Planning Network

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