The Value of a Financial Advisor

Minority Money

Partnering with a financial advisor can help you develop confidence and commitment to achieving your financial goals. But, when and why do you need a financial advisor?

In this episode, I will talk about four things that a financial advisor can bring value to you:

• Behavioral side of the financial advisor
• Customized client experience
• Tax
• Rebalancing if you're investing

Tune in now as I discuss what things could help you build your net worth!

Highlights and Resources:

• Behavioral Financial Coaching
• Rebalancing
• Customized Client Experience
• Taxes, taxes, and more taxes
• The Behavior Gap Book - www.amazon.com/Behavior-Gap-Simple-Doing-Things/dp/1591844649

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