34 minutes | Nov 30, 2019

Episode 5 – What to Expect From Your CFP® Professional

Maybe you’ve considered working with a CERTIFIED FINANCIAL PLANNER professional (CFP®), but you don’t have enough information to make a confident decision. You may have questions like “What does this designation even mean?” and “How are CFP® professionals different from other financial professionals?” In this episode of Savvy Wealth Podcast, Amar Shah, CFA, CFP® explains what exactly a CFP® professional can do for you, what differentiates them from other financial professionals, and what to expect when working with one.  In this episode, you will learn: What the core competencies and principles of financial planning are Why aligning your financial plan with your values will be more effective for you in the long run How to use more traditional insurance or investment products to fill your long-term financial needs Why your CFP® professional should help you plan for a 30% increase in spending in the first few years of retirement And more! Tune in to hear what you can expect when working with a CFP® professional! Resources:  Client First Capital
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