How to Find a Financial Advisor Who Adds a Personal Touch
The following article is based on the content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here. When considering how to find a financial advisor, there are various methods people employ. However, I recommend finding someone who adds a personal touch to their work. After all, money is about much more than dollars and cents. It’s about our family, it’s about our first experiences with money, it’s about our life values, and it’s about the conversations we do or do not have with the people who influence our […]
