Ep 136: Why you should use a COMPETENT Financial Advisor.

Why should you work with a Financial Advisor? If any of these scenarios apply to you, it could be a great idea to work with a Financial Advisor.

1. You don't know what you don't know about your financial situation. You might have a basic lack of financial literacy or simply be unsure of if you are on the right track.
2. You are either about to go through, are going through, or just went through a major life change. These can include marriage, divorce, having children, job change, move, starting a business, death in the family, receiving a financial windfall, etc.
3. If you are a BUSINESS OWNER, you are pulled in many directions and due to this, many business owners tend to put their own financial planning issues on the back burner, delay planning, and reduce the effects of compounding interest.
4. If you have FINANCIAL ANXIETY. By determining the FACTS and putting together a gameplan, YOU can reduce financial anxiety.

If you have ever wondered what it would be like to work with me, personally, as your financial advisor, visit www.weeklywealthpodcast.com/contactus

If you are a business owner and have ever thought about selling your business and using some of the proceeds to fund a portion of your retirement/lifestyle, visit www.allofmyassets.com

Social media links:

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#financialanxiety #certifiedfinancialplanner #businessowner #dontknowwhatyoudontknow