Some believe the feeling of financial confidence or the benefits of a financial planner can only apply to the later phases of life. In today's episode, Jeff welcomes Wealth Advisor Mona Fahmy, MBA, CFS, AIF® to the show. Mona discusses the process of engaging a financial planner, what to expect, and common financial struggles she sees.

They touch on the many ways a financial advisor can help a person in all stages of life but specifically those in their 40s who are feeling strained in balancing a successful career, a growing family, and financial goals. Jeff describes the metamorphosis he often sees of a client on their journey once they have a plan and understand their choices to a sense of freedom.