What’s the difference between financial advisors and financial planners?
How to financial planners help their clients?
How do I make sure a financial planner has my best interests in mind?
These are some of the questions I answer on today’s episode. Financial planners can bring tremendous value to their clients. Their work goes above and beyond budgeting and paying off debt.
I also discuss how a Certified Financial Planner (CFP) helped me and Tracy, and inspired me to pursue a career as a CFP. Even though we didn’t have complex needs, our CFP helped us prioritize emergency savings instead of paying off student loans quicker. We’re glad we listened to that advice, because only a few months after we got married, Tracy was laid off from her job.