In today’s Wealth Coffee Chats Financial Planning Edition, Alex breaks down one of the most common questions investors ask: “What actually happens when you engage a financial advisor?”
For many people, meeting an advisor for the first time can feel overwhelming or unfamiliar. This episode provides a transparent, step-by-step walkthrough of the entire journey — from the first introductory chat through discovery, strategy design, implementation, and finally your long-term game plan.
Alex explains why the early stages are so important, how advisors build a full picture of your financial world, the difference between strategy options, and why good advice is more than just picking investments. You’ll also learn why estate planning, insurance, and long-term goals matter just as much as wealth creation.
Whether you're considering engaging an advisor or simply curious about the process, this episode gives you the clarity and confidence you need to know what to expect.
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