As we move through the stages of life, our financial lives grow and get more complicated too.

But no matter what stage you’re in now, a financial planner can help you make good decisions and make the most of the opportunities you have.

So, what’s it like to work with a financial planner? How can they help you take control of your future and create a plan based on what’s important to you?

 

Chris Jenkins spent 20 years as a successful engineer in the oil and gas industry before transitioning to finance in April of 2021. He brings his interest in helping people achieve their potential to his current role as a financial planner and investment advisor with MassMutual.

On this episode of Career Confessions, Chris joins me to explain how our financial decisions grow in complexity through each family stage and why it’s crucial to be financially prepared for life’s uncertainties.

Chris discusses the difference between a CPA and a financial planner, describing how he helps people set financial goals based on what’s important to them.

Listen in for insight on the cost of investing in a CFP and learn the benefits of outsourcing your financial plan to an expert like Chris!

Key Takeaways  

What inspired Chris’ transition from oil and gas to the finance industry

Chris’ interest in helping other people achieve their potential

What’s involved in Chris’ role as a financial planner and investment advisor 

How our financial decisions grow in complexity through each family stage

Why it’s crucial to be financially prepared for life’s uncertainties

How a financial planner can help you save on taxes to keep more of what you earn

What differentiates a CPA from a financial planner

How the best financial planners build trust and ask good questions

How the cost of a CFP depends on complexity of your financial situation 

The benefit of outsourcing your financial planning to experts like Chris

Connect with Chris

Chris on LinkedIn 

Email: [email protected] 

Connect with Andrea

Andrea Martin Consulting

Andrea on Instagram

Andrea on YouTube

Andrea on LinkedIn

Resources 

Society of Petroleum Engineers

The Family Stages of Financial Planning

Learn More About Success Blueprint Group Coaching

Download Andrea’s Free LinkedIn eBook

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