Working with a financial "advisor" - The fiduciary responsibility of your planner
Want to get in touch? Send us a text!Listen in as we bring this series to a close. We have spent three episodes helping outline how you can begin to ascribe value when working with a financial professional. You should absolutely demand the best! In this episode, we explain why a "good" planner can charge what they charge. If they are good and genuinely taking a holistic approach, then they have the answers to the questions you are asking (and paying for!) Areas we discuss: holistic planning, ...