Listen in as we bring this series to a close. We have spent three episodes helping outline how you can begin to ascribe value when working with a financial professional. You should absolutely demand the best!

In this episode, we explain why a "good" planner can charge what they charge. If they are good and genuinely taking a holistic approach, then they have the answers to the questions you are asking (and paying for!)

Areas we discuss: holistic planning, segmentation, teaming, fee-only planning, transparent agreements, and your planner's fiduciary responsibility to you.