In this episode, we are addressing what to look for and expect when deciding to work with a financial planner. We cover:

• Fiduciary and what that means.
• Delegating vs Abdigating money management responsibility
• Know about the company/firm they work for
• Getting to know the individual you will be working with by asking questions
• If your goal is to achieve FIRE, make sure they understand FIRE and know how to help you reach your goals

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Work with Leisa Peterson

Learn more about Leisa from Episode 39 

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