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EP05: Should I Use A Financial Advisor?
It appears you have to pick a side about just about everything, even with money matters. Now, do you belong to the done-for-you group, or are you with the do-it-yourself camp when it comes to your finances? The good news is you don't have to pick a side! In this episode, I discuss three ways you can do financial planning and identify the steps.
Key points covered in this episode:
✔️ The DIY approach works really well when... your funds are limited and your needs are simple. A couple of books, Internet searches, and a couple of good conversations with trusted friends will have you investing in no time.
✔️ As your finances change, the increased complexities may warrant working with a financial planner. You have two options to have somebody partner with you and help you make financial decisions that you have no experience of or don't have the time to learn.
✔️ The done-for-you financial planning option is simple. This option frees up your time to pursue other interests, giving over the decision-making to the right advisor who has the relevant experience to your situation.
✔️Done-with-you services help you by having someone you could talk to about what's going on with your finances. By doing so, you will learn how to integrate some of the potential changes that might be happening in your life.
✔️ There is a three-step process that helps you assess whether or not I am an excellent fit to be your financial partner. I invite you to visit https://www.financialcontrolmastery.com/ and fill out the Financial Breakthrough Application.
________________________________________________________________
About Felicia Gopaul, CFP
Ms. Gopaul is a Money Confidence Catalyst and author of an Amazon best-selling books "Preparing for the Five Ds: Divorce, Disability, Downsizing, Disasters, and Death" and "Local Business Mavericks - Volume 20: Insights & Innovation From Top Local Business Owners, Professionals & Community Leaders."
She is also a speaker and Certified Financial Planner Ambassador (only one of 50 people in the United States). She teaches accomplished, successful and educated women to heal their money mistakes, rebuild their wealth, and ultimately reclaim their power.
Her business, Financial Control Mastery, teaches women to honor themselves through their money and actions. Know more and visit www.FinancialControlMastery.com
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By Felicia Gopaul
5
11 ratings
It appears you have to pick a side about just about everything, even with money matters. Now, do you belong to the done-for-you group, or are you with the do-it-yourself camp when it comes to your finances? The good news is you don't have to pick a side! In this episode, I discuss three ways you can do financial planning and identify the steps.
Key points covered in this episode:
✔️ The DIY approach works really well when... your funds are limited and your needs are simple. A couple of books, Internet searches, and a couple of good conversations with trusted friends will have you investing in no time.
✔️ As your finances change, the increased complexities may warrant working with a financial planner. You have two options to have somebody partner with you and help you make financial decisions that you have no experience of or don't have the time to learn.
✔️ The done-for-you financial planning option is simple. This option frees up your time to pursue other interests, giving over the decision-making to the right advisor who has the relevant experience to your situation.
✔️Done-with-you services help you by having someone you could talk to about what's going on with your finances. By doing so, you will learn how to integrate some of the potential changes that might be happening in your life.
✔️ There is a three-step process that helps you assess whether or not I am an excellent fit to be your financial partner. I invite you to visit https://www.financialcontrolmastery.com/ and fill out the Financial Breakthrough Application.
________________________________________________________________
About Felicia Gopaul, CFP
Ms. Gopaul is a Money Confidence Catalyst and author of an Amazon best-selling books "Preparing for the Five Ds: Divorce, Disability, Downsizing, Disasters, and Death" and "Local Business Mavericks - Volume 20: Insights & Innovation From Top Local Business Owners, Professionals & Community Leaders."
She is also a speaker and Certified Financial Planner Ambassador (only one of 50 people in the United States). She teaches accomplished, successful and educated women to heal their money mistakes, rebuild their wealth, and ultimately reclaim their power.
Her business, Financial Control Mastery, teaches women to honor themselves through their money and actions. Know more and visit www.FinancialControlMastery.com