Good Financial Reads: Why & What It’s Like To Work With a Financial Advisor

1 min read
April 07, 2023

Fee-Only Financial Advisor: 4 Reasons to Hire One

by Elliott Appel, Kindness Financial Planning

It’s a popular question – “Why should I hire a fee-only financial advisor?” 

Maybe you shouldn’t hire a fee-only financial advisor. Seriously, there are people who do not need a financial advisor. 

It’s not for everybody. I’ve met plenty of people in my career who are doing a great job of staying on top of their investments, financial planning, tax planning, and more. 

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Third Meeting with a CFP® - Goal Setting and Budgeting

by Jay Zigmont, Childfree Wealth

Anna (from We're Not Kidding) and her husband, Grant agreed to have their financial planning process recorded and shared. Get a rare look behind the scenes of what it is like to work with a CFP® professional.  This is the third session we held, the first one is here, and the second one here.

[Watch the Video]


What’s In a Financial Plan: A Spotlight on Financial Planning

by Craig Toberman, Toberman Wealth

What goes into a financial plan?

At Toberman Wealth, we put financial planning first. To many people, this may sound like a boilerplate statement leveraged for marketing purposes. After all, what financial advisor wouldn’t prioritize financial planning with their clients? 

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When Should You Look For A Financial Advisor?

by Michelle Smalenberger, Financial Design Studio, Inc.

There are a couple common areas that are very large and broad that actually describe when you need to be working with a financial advisor. 

You Don’t Have the Time

[Watch the Video]

Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

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