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Podcast: Financially Intentional
Episode: Conversations with a CFP, Vol. 14- Tips for Choosing the Right Financial Advisor
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 39Â