Oct 16 2024 26 mins
National Financial Planning Month is here! In this episode, we’ll do a little bit of celebrating as we look at what financial planning truly means, as well as what drew Lee into the field!
We’ll break down what it means to be a fiduciary, how JL Perkins is different from other wealth advisory firms, and what the standard process looks like with us. Lee also shares a key tip to help you avoid starting your financial plan on the wrong foot, along with insights into the work he did before becoming a financial planner.
You don’t want to miss what we have coming today, so pull up a chair and listen in!
Here’s what we discuss in today’s show:
- How Lee got into financial planning, and what he was doing before he started
- How Lee defines financial planning
- What you should have ready when you meet with an advisor for the first time
- What’s different about JL Perkins?
- Not relying on the internet for your retirement advice
Want to set up a meeting with us? Visit us here: http://talkwithjp.com
Get more financial education at http://myretirementclarity.com