Finances and... Choosing an Advisor

How do you pick the person you're entrusting your money and future to? Choosing an investor advisor is a critical decision that can significantly impact your financial journey. It's essential to consider several key factors before making your choice, but ultimately, a well-suited investor advisor can provide valuable insights, personalized guidance, and a strategy that aligns with your financial aspirations.

Grab your copy of the companion book Finances and… Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future!

You can watch these episode on my YouTube channel as well.

Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.

You can share your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.

You can also create an audible account to find helpful finance books to listen to here, and the top selling finance books on Amazon here. As an Amazon associate I can earn from qualifying purchases. For those who receive SNAP, Medicaid, or other qualifying government assistance, you can save more with Prime Access. Learn more.
Need some swag? You can order Finances and......