In this episode of Peeling Back Money and Life, we delve into the complex world of financial advisors. We tackle common questions about changing financial advisors, the fiduciary standard, fee-only vs fee-based advisors, and where to find help. We also provide a wealth of resources for finding the right advisor for your needs. Tune in for insightful discussions that will equip you with the knowledge to make informed decisions about your financial future.

Resources

CFP Boards “Find a CFP Professional” website: www.letsmakeaplan.org
Financial Planning Associations “PlannerSearch” website: www.plannersearch.org
National Association of Personal Financial Advisors: NAPFA.org
XY Planning Network: www.xyplanningnetwork.com
Advice Only Network: www.adviceonlynetwork.com
Garett Planning Network: www.garrettplanningnetwork.com
Foundation for Financial Planning: www.ffpprobono.org
The Giving Solution: www.thegivingsolution.org

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