Welcome back to Plentiful Wealth Perspectives! As we launch into season two, I'm excited to share a fresh format aimed at delivering concise, impactful advice. Our opening episode addresses a critical question: how do you vet potential financial planners?

Here's what I cover:

• The Challenge: Distinguishing between financial advisors can be hard, particularly when their services appear similar.
• Key Tools: BrokerCheck by FINRA is a starting point for vetting advisors, offering access to their history, qualifications, and any red flags.
• Evaluation Criteria: Discussing what to look for in a financial planner's background, including education, experience, and disclosure information.
• Red Flags: Highlighting warning signs that suggest a financial planner might not align with your needs.

My goal is to empower you with the knowledge to select a financial planner who genuinely supports your financial journey. Let's dive in.

As always, you can find more information at www.plentifulwealth.com