In this episode of The Real Build, I sat down with Dan Pascone, founder of Tailored Wealth, a wealth management firm that’s changing the game when it comes to client-focused financial planning.

Dan’s approach is all about coaching over selling, helping people live better lives by aligning their money with their values and long-term goals. Tailored Wealth operates 100% virtually, giving clients personalized guidance with zero fluff and total transparency.

We covered:

• Why the best financial advisors act like coaches, not salespeople

• How to tell if your financial planner is truly working in your best interest

• The exact process Dan uses when building a custom financial plan

• What happens when markets go bad — and how real planners prepare you

• How financial advisors actually make money (and what you should ask them upfront)

• Why your goals + your data should drive every investment decision

• What a true wealth partner looks like — and how to find one

If you’re building a business, a future, or just want to stop guessing with your money, this episode is loaded with straight-up value. Dan breaks it all down in a way that’s easy to understand and impossible to ignore.

Guest Info: Dan Pascone

Website: ⁠https://yourtailoredwealth.com/

https://posts.makingsenseofyourmoney.com/authors/9e3ba770-e300-494d-ad96-1e9c435c6120

Instagram:⁠ https://www.linkedin.com/in/danpascone/

Host Info:

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