Financially Intentional Conversations with a CFP, Vol. 14- Tips for Choosing the Right Financial Advisor
In 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 responsibility
- Know about the company/firm they work for
- Getting to know the individual you will be working with by asking questions
- If your goal is to achieve FIRE, make sure they understand FIRE and know how to help you reach your goals
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