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 advisorCustomized client experienceTaxRebalancing if you're investing
Tune in now as I discuss what things could help you build your net worth!
Highlights and Resources:
Behavioral Financial CoachingRebalancingCustomized Client ExperienceTaxes, taxes, and more taxesThe Behavior Gap Book - www.amazon.com/Behavior-Gap-Simple-Doing-Things/dp/1591844649

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Want to chat with a fee-only financial planner? Shoot me an email at emlen@minoritymoneypodcast.com  Can't wait to meet you.