ROAD-MAP TO FINANCIAL FREEDOM: Choosing a Financial Professional
It can cost thousands of dollars to hire a financial professional to prepare a complete financial plan for you. Those who offer cheap financial plans, it’s often accompanied by a sales pitch to manage your money for a fee or to encourage you to buy expensive financial products. The good news is . . .
topics Covered
Do It Yourself
It can cost thousands of dollars to hire a financial professional to prepare a complete financial plan for you.
Choosing A Financial Professional
Should you choose to seek professional financial support, be it from an accountant, tax strategist, financial planner, banker or insurance agent, it is important as God’s steward to be aligned in your values.
Certifications and Education
Two important factors are to educate yourself and select well-educated financial professionals that align with Biblical principles.
Questions To Ask
What financial credentials do you have (CFP, RIA, other)?
