In today's fast-paced world, navigating the complexities of financial planning is very difficult at times. Many individuals find themselves asking, "What exactly does working with a financial advisor entail?" Today we're going to shed light on this very question, offering a comprehensive guide to understanding our role and our process for planning.
Join Todd and David as they take listeners on a journey through their six-step approach to financial advising. They emphasize the importance of aligning financial goals with personal values, a concept that resonates deeply throughout the episode. As Todd aptly puts it, "If our goals don't line up with our values, there's a disconnect, and we're oftentimes doomed to failure." This foundational principle serves as the bedrock for their unique approach to financial planning.
For anyone considering working with a financial advisor, this episode is a must-listen. It not only demystifies the process but also highlights the importance of aligning financial decisions with personal values.
Here's some of what we discuss in this episode:
- How faith drives Todd and David in their financial decision making.
- Why it's so important to align your financial goals with your values.
- The process of getting to know your team at Kemp Harvest.
- Every client is assigned an onboarding specialist to help facilitate the process.
- A look inside the six-step process we work through.
Contact:
If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
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