Uncover the Differences in These 4 Types of Financial Professionals | HDM 23
Have you ever wondered how to choose from all the financial professionals available? It can be confusing.
Even though money has been around for a long time, the personal finance field is still evolving which means new professions within the field are born over time.
We are used to hearing the terms financial advisor or financial planner, but now we have financial counselors and money coaches. (There are even financial therapists!) How do we know which professional we need?
We break down completely four of these professions in this episode.
What you’ll learn about in today’s episode:
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Understanding the different financial professionals (we cover 4) and what they do and don’t do.
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3 questions to ask yourself to determine what type of financial professional you need
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3 key factors to help you prepare before working with a financial professional
Resources From This Episode:
Her Dinero Matters Community (on Facebook)
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Abrazos + Much Love,
P.S. ¡GRACIAS por escuchar! THANKS for listening!
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