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Episode Info:

This week I sat down with fellow financial planner and CPA Anjali Jariwala to discuss how to figure out how to find the right financial advisor for you.

Anjali Jariwala CPA, CFP® founded FIT Advisors to save her clients time and help guide them to better financial decisions. As a mom, business owner and wife of a physician, she understands the opportunities as well as challenges that young professionals face. Whether you’re running a medical practice, looking at your first job or navigating money conversations in a new marriage - she knows your home life and financial future is not the average juggling act. Anjali believes in a more hands-on advising approach - we pull all the pieces together to provide you with peace of mind.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Questions that come up around hiring a financial planner
  • Barriers people put up for not hiring a financial planner
  • How to address the emotional side of money
  • How a financial planner can provide a safe space to talk about your money
  • Important items to look for when searching for a financial planner
  • Fiduciary explained and why your financial advisor should be in this category
  • Fee-only versus fee-based financial planners
  • A few things to consider when finding the right fit for your financial planner
  • How comfort and the ability to relate can be crucial for picking your financial planner
  • Why your financial planner shouldn’t be afraid to have the tough conversations with you
  • Why you may not get the sample plan you ask for when interviewing a financial planner
  • The questions you SHOULD be asking instead
  • The peace of mind a financial planner can bring to your life
  • The fees discussed and the value that you get
  • Why fees will be different when comparing financial planners
  • Different options to pay your financial planner to make it work best for you
  • The challenges and pitfalls you might run into down the “do it yourself” route

GET SOCIAL WITH ANJALI AND LET HER KNOW YOU HEARD ABOUT HER HERE

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