Tiffany Aliche: Helping People ‘Move Past the Shame’
The Long View
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Finding the Right Financial Advisor
This chapter emphasizes the importance of selecting a suitable financial advisor, illustrated through a personal anecdote. The authors outline their systematic approach to preparing for advisor conversations by detailing their financial situation and goals. Additionally, the chapter explores the importance of teamwork in financial planning and how effective communication with advisors can enhance one's financial well-being.
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