In this episode, Wendell Charles CEO, Evan Kirkpatrick, details some of the key triggers for when it makes sense to hire a financial planner. From major life events to organization issues to coordinating among multiple professionals, finding the right financial planner for your specific situation can add tremendous value. Listen along as Evan discusses the 7 key areas of financial planning and 5 indicators that you need to have a discussion with a planner.
What is Financial Planning exactly?
Financial planning is when you stop improvising your financial decisions, and instead, dedicate yourself and your family to a strategic process.
Our goal at Wendell Charles is to make financial planning affordable and to provide multiples of value compared to the cost.
Our goal for you personally is that you lead a prosperous, generous, and fulfilling life with money being a blessing, not a burden