How to manage your Financial Planning Relationship

08/11/2021 21 min Temporada 1 Episodio 20
How to manage your Financial Planning Relationship

Listen "How to manage your Financial Planning Relationship"

Episode Synopsis

Send us a textYou’re nodding yes, when you’re thinking no. It can be a lousy feeling. Especially when you’re in a discussion about money with your financial planner. For some, it’s an intimidating world.  In this episode of Sara Makes Sense, host Sara McCullough talks about a healthy financial planning relationship, and how to make sure you’re in one. Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode Sara's website is https://www.wddevelopment.ca/