Finding the Right Financial Planner for You with Anjali Jariwala

This week I sat down with fellow financial planner and CPA Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you.

Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you’re running a medical practice, looking at your first job or navigating money conversations in a new marriage - she knows your home life and financial future is not the average juggling act. Anjali believes in a more hands-on advising approach - we pull all the pieces together to provide you with peace of mind.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

Questions that come up around hiring a financial planner Barriers people put up for not hiring a financial planner How to address the emotional side of money How a financial planner can provide a safe space to talk about your money Important items to look for when searching for a financial planner Fiduciary explained and why your financial advisor should be in this category Fee-only versus fee-based financial planners A few things to consider when finding the right fit for your financial planner How comfort and the ability to relate can be crucial for picking your financial planner Why your financial planner shouldn’t be afraid to have the tough conversations with you Why you may not get the sample plan you ask for when interviewing a financial planner The questions you SHOULD be asking instead The peace of mind a financial planner can bring to your life The fees discussed and the value that you get Why fees will be different when comparing financial planners Different options to pay your financial planner to make it work best for you The challenges and pitfalls you might run into down the “do it yourself” route

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