Profit Boss® Radio | Women And Money | Financial Planning | Money Psychology | Personal Finance | Couples And Money

Ep 33: Women’s Financial Freedom Month & The Ultimate Guide to Choosing a Financial Advisor

Informações:

Sinopsis

Welcome to Financial Freedom Month!  To kick things off, we've got a solo episode packed with advice to right your financial ship -- or to keep you on the stellar journey you've started. First, I go through the Eight Principles of Financial Freedom that will help you get clear on your path and stick to it. This process is all about self-reflection on your current reality and how it relates to your goals. Then I delve into all the big and small things you should keep in mind when finding a financial advisor, from the letters after their name, to the comfort level of your relationship, to your preference for working with a woman or a man. All of these considerations are important since working with a great financial advisor can be an incomparable investment in the quality of every aspect of your life. Finally, I offer you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don