Sara Makes Sense

How to manage your Financial Planning Relationship


Listen Later

Send us a text

You’re nodding yes, when you’re thinking no. 

It can be a lousy feeling. Especially when you’re in a discussion about money with your financial planner. For some, it’s an intimidating world.  

In this episode of Sara Makes Sense, host Sara McCullough talks about a healthy financial planning relationship, and how to make sure you’re in one.

 Got a question for Sara? Send her an email at [email protected] and she might respond to it in an upcoming episode

Sara's website is https://www.wddevelopment.ca/ 

...more
View all episodesView all episodes
Download on the App Store

Sara Makes SenseBy Sara McCullough