Hustle to Financial Freedom

Financial Planning with Melinda Davis (Davis Wealth Advisors)

10.07.2020 - By Joel ParkerPlay

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Today we are talking with Melinda Davis.

Melinda is a Certified Financial Planner, Chartered Retirement Planning Counselor, and the founder of Davis Wealth Advisors.

Before starting Davis Wealth Advisors, Melinda found herself working with a financial advisor that didn’t have her best interest in mind.

As a result Melinda is passionate about providing transparency, education and clarity along with building deep relationships with her clients.

Timeline:

* 00:43 – Intro

* 01:22 – Melinda’s Journey

* 07:33 – What is a Financial Planner?

* 14:50 – Financial Planner vs. Certified Financial Planner (CFP)

* 18:13 – Fiduciary vs. Suitability

* 27:58 – Flat Fee vs. Percentage Fee Financial Planner

* 33:16 – When should you go to a Financial Planner?

* 40:25 – The Financial Planning Experience

* 48:29 – The Wealth Management Experience

* 56:01 – Financial Planner Cost

* 01:01:05 – Melinda’s Final Takeaways

* 01:05:23 – Contacting Melinda

Resources & Links:

* Financial Freedom Community

* Financial Freedom Community Facebook Group

* LetsMakeAPlan.org

* National Association of Personal Financial Advisors

* Money Quotient

* Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence – Vicki Robin

* Davis Wealth Advisors

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