In this episode Zach and Ben have an unscripted conversation about the journey that people go on seeking good financial information. Bringing anyone, including a professional advisor, into your financial life is a big decision and here we talk through some of the steps that you might take as you consider if you should and what it would look like if you did.
Do you have suggestions for episodes? Reach out to Zach or Ben with your question at:
ZAshburn@ReachStrategicWealth.com
Ben@GuideFP.com
The Dollar Derail is intended for general information and entertainment purposes only and should not be considered investment, tax, or legal advice or as a recommendation for the purchase or sale of any security. Zach is the founder of Reach Strategic wealth and Ben is the founder of Guide Financial Planning, 2 unaffiliated fee only Registered Investment Advisors.