Partnering with a financial advisor can help you develop confidence and commitment to achieving your financial goals. But, when and why do you need a financial advisor?

In this episode, I will talk about four things that a financial advisor can bring value to you:

• Behavioral side of the financial advisor
• Customized client experience
• Tax
• Rebalancing if you're investing

Tune in now as I discuss what things could help you build your net worth!

Highlights and Resources:

• Behavioral Financial Coaching
• Rebalancing
• Customized Client Experience
• Taxes, taxes, and more taxes
• The Behavior Gap Book - www.amazon.com/Behavior-Gap-Simple-Doing-Things/dp/1591844649

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

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Want to chat with a fee-only financial planner? Shoot me an email at [email protected]  Can't wait to meet you.