• EP 06. Finding Your Financial Wellness: Tips for Choosing the Right Financial Planner

  • Feb 26 2024
  • Length: 26 mins
  • Podcast

EP 06. Finding Your Financial Wellness: Tips for Choosing the Right Financial Planner

  • Summary

  • In today's episode of "Her Honest Money Talk," we're diving into the critical process of selecting a financial planner or advisor. The episode features a conversational style between Hazel, the founder and CEO of Align Financial Solutions LLC, and Hannah, who serves as the client wizard at Align Financial Solutions LLC. Join us as we explore key tips for finding the right match to navigate your financial future. From considering compatibility with your unique financial and life circumstances to exploring vetted professionals on trustworthy websites, we'll provide valuable insights for navigating this important decision. Don't forget to subscribe, like, and share with your friends as we discuss financial planning for life's transitions. Stay empowered and financially aligned! Below are the links to locate certified financial planners through the CFP and FPA websites. Both require each professional to have the CFP designation to become a member. I hope this is helpful! CFP Board: cfp.net FPA: PlannerSearch.org Subscribe to us @AlignFinancialSolutions Facebook Page: Like us at facebook.com/alignfinancialsolutionsllc LinkedIn Profile: linkedin.com/in/hazel-secco Visit our website: www.alignfinancialsolutions.com Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

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