Your money, your values. 💼💬 In this episode, Steph breaks down how your personal beliefs, background, and goals all play a role in choosing the right financial advisor. Don’t just pick someone with a title, pick someone who gets you.
Choosing a financial advisor isn’t one-size-fits-all. In Episode 17, Steph dives into the key factors to consider, from ethics and demographics to fees and service offerings. She explains how your personal views and values should align with your advisor’s approach, and why it’s important they offer the full suite of services you need, like tax planning, insurance, and investment strategies.
Tune in and learn how to find someone who fits both your financial goals and your worldview.
YTS Wealth Website: https://www.ytswealth.com
Watch Our Podcast Here: https://www.youtube.com/@YTSWealthManagement
Steph Bracken Email: sbracken@ytswealth.com
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