Dawn talks with Ed Meek, founder of Edge Financial Advisors, to provide all of his clients a more comprehensive financial planning and investment management experience than they had previously received. Dawn and Ed talk about Financial planning.
In this episode…
Who is Ed Meek and whom does he serve? (01:07)
When is the right time to contact a financial planner, and what triggers that need? (2:10)
Understanding Holistic Financial Planning (5:42)
Understanding the costs and benefits of hiring a financial planner. (12:13)
What certifications to look for and how to find the right financial planner for your needs? (15:50)
Emotional and Psychological Aspects of Financial Planning (22:27)
Final thoughts, conclusion, and where to find more information about Ed Meek. (31:14)
Ed Meek’s Information.
Website: https://edgefa.com/about/ed-meek/
LinkedIn:
https://www.linkedin.com/company/edgefinancialadvisors/
https://www.linkedin.com/in/edwardmeek/
X: https://twitter.com/advisors_edge
YouTube: https://www.youtube.com/channel/UCI008oeg9Y94k3tTeU2z1sA
Facebook: https://www.facebook.com/profile.php?id=100057522786296#
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