How to Find a Financial Professional (Ep 23)
Are you looking to find a new professional to help you with your finances or other aspects of your life?
We discuss what to look for, red flags that someone is not the right fit, and what we do when looking for someone to help us with something in our lives or businesses, including what questions to ask when first meeting them.
We also discuss the process of moving investments (RRSP, TFSA, etc.) and life insurance policies to a new financial advisor.
Connect with us:
Book a free call with Val (financial planner): https://calendly.com/valerie-stratford
Book a free call with Sherry (financial coach): https://app.acuityscheduling.com/schedule.php?owner=17480698&appointmentType=25737393
Val’s Instagram: http://www.instagram.com/you.me.and.money
Sherry’s Instagram: http://www.instagram.com/moneymindsetfc
Podcast Instagram: http://www.instagram.com/mind.money.adhd.podcast
Sherry’s TikTok: https://www.tiktok.com/@moneymindsetcoaching
Key words: self-employment, financial planning, entrepreneurship, side hustle, business expenses, income stability, ADHD, financial coach, business strategy, personal finance
