For the last number of years, personal finance and working with an advisor was all about investments. But times have changed, the way advisors bring real value to clients is through helping them live the life they want.
In this episode we talk about what real financial planning looks like.
Then we answer these key questions people always ask:
-why have an ongoing relationship with an advisor?
-what value does an advisor bring?
-How to truly develop your goals and the value of a mission statement for your financial life
And much more! Hope you enjoy. Carl is one of the best.
