Meet Jessica Tomac, a financial advisor with Edward Jones who helps women and entrepreneurs know what their money is doing for them and create financial security. In an effort to change her financial family legacy and struggling to find the right financial advisor for her she decided to become one. She took a personal approach to building her business and her focus areas are wealth building strategies, retirement planning, and estate planning. In this interview she differentiates between financial advising, accounting, and bookkeeping and provides tips for finding the right financial advisor for you as well as tangible action steps for improving your financial well-being.

Key takeaways:

-build an emergency fund

-eliminate debt using a snowball approach

-focus on one thing at a time

-build your tribe of professionals to guide you

-complete a durable power of attorney for healthcare

-consider life and disability insurance especially if you are a parent and/or business owner

-look for the Certified Financial Planner designation

https://www.edwardjones.com/us-en/financial-advisor/jessica-tomac

https://www.facebook.com/EJAdvisorJessicaLehti/

https://www.linkedin.com/in/jessica-tomac-cfp®-chfc®-aams®-4742164/