Preparing to meet with a Certified Financial Planner

22/12/2023 39 min
Preparing to meet with a Certified Financial Planner

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Episode Synopsis

In the episode Ms. Black discusses why you may want to meet with a Certified Financial Planner (CFP) and  how prepare to  meet with a CFP.Questions to Ask a Certified Financial Planner  Certified Financial Planner Documents Checklist Certified Financial  Planner Search:  https://www.plannersearch.org/Ms. Black, the host of Staying in the Black, is a single mom, homeowner, and public-school educator in NYC. She owns two properties and is one mortgage away from being totally debt-free. She loves traveling the world with her family and has over $500,000 in her retirement accounts beyond her pension.Learn more about Ms. Black:Website: http://www.stayingintheblk.comInstagram:@stayingintheblk