Friday, April 21, 2023
Are You Ready to Work with a Financial Planner
Are you thinking about working with a financial planner but don’t know where to start? Chloe and Lauryn are sharing what you need to know about working with a financial professional. They’re talking all about what kind of financial professional you should work with and how to know when you’re ready to work with one.
In this episode, Lauryn and Chloé talk about:
- What financial planners do and how they help you
- When you need to start working with a financial planner and why it's before you have a bunch of extra money to invest
- The types of financial planners in the industry
- 6 questions to ask yourself when thinking about working with a financial planner
- How a financial planner can help you make major life decisions
- Signs you're not ready to work one-on-one with a financial planner
- Things to avoid when working with a financial planner
- The terms to learn before finding a financial planner
If you want to further connect with Lauryn Williams:
Instagram: @worthwinning
Twitter: @worth_winning
Facebook: @worthwinningfp
LinkedIn: @lauryn-williams
If you want to connect further with Chloé Moore:
Instagram: @financialstaples
Twitter: @finstaples
Facebook: @finstaples
LinkedIn: @chloemoore
Shared quote:
“To profit from good advice requires more wisdom than to give it.” - Wilson Mizner
“Change is painful, but nothing is as painful as staying stuck somewhere you don’t belong.” - Mandy Hale
RESOURCES MENTIONED:
• Questions to Ask a Financial Planner
• Three Overlooked Benefits Of Working With A Financial Advisor
• The value of working with a financial advisor
• 7 red flags that signal it may be time to dump your financial adviser in 2023
• XY Planning Network
• Fee Only Network
• The National Association of Personal Financial Advisors (NAPFA)
Lauryn is hosting two Welcome to Wealth financial retreats this summer for young professional women. Want to go on an adventure and create a financial plan for your life? Learn more at the links below.
• Medellin, Colombia July 2023
• Bali, Indonesia August 2023
Hi, I'm Lauryn
Certified Financial Planner
Welcome to the Worth Listening podcast, where we focus on having positive and productive conversations about money.
Interested in being a guest on our show? Email us today at podcast@worth-winning.com! We'd love to hear from you.