Your money, your values. 💼💬 In this episode, Steph breaks down how your personal beliefs, background, and goals all play a role in choosing the right financial advisor. Don’t just pick someone with a title, pick someone who gets you.

Choosing a financial advisor isn’t one-size-fits-all. In Episode 17, Steph dives into the key factors to consider, from ethics and demographics to fees and service offerings. She explains how your personal views and values should align with your advisor’s approach, and why it’s important they offer the full suite of services you need, like tax planning, insurance, and investment strategies.

Tune in and learn how to find someone who fits both your financial goals and your worldview.

Disclosures

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invest into directly.

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

YTS Wealth Website: https://www.ytswealth.com

Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement

Steph Bracken Email: [email protected]