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What a Real Financial Plan Looks Like (and What It Doesn’t)
Manage episode 482920175 series 3564308
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Not all financial advisors do the same thing and not all “plans” are made with your best interest in mind. In this episode, Mark walks through what a genuine financial planning process looks like from start to finish, and how to spot the difference between true fiduciary advice and a thinly veiled product pitch.
Here’s what we discuss in today’s show:
📞 What the first call with an advisor should include
🧾 Red flags: product pitches in meeting one
🧠 Why planning should come before investing
📉 What makes a true fiduciary different
Want to get in touch with Mark?
Web:
https://silverman-associates.com/home
Email:
Phone:
520.512.8832
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