Aug 10 2022
Journey of a Fee Only Financial Planner Jeff Dvorak
Jeff Dvorak joins me on this week's episode of Wine and Dime. Jeff shares with us his journey to being a financial planner. From his upbringing to his college days to his career, Jeff offers insights about his life as a financial planner and what drives him to help his clients. Jeff is the owner of 4D Financial Advisors who is an independent, fee-only financial advisory firm for female professional leaders.What will you learn:Jeff's journey to working focusing his work on female financial plannersHow listening can change your perspectiveThanks for listening and be sure to like, rate, subscribe and share. If you have any questions that you would like answered on the show, feel free to email us at firstname.lastname@example.orgOr visit us at www.rootedpg.com/podcasts for full show notes and links!4D Financial Advisors - JEFF DVORAK, CFP®, CPWA®
Throughout my life, I have witnessed powerful, selfless women navigate the stressors of their life effortlessly. Standing on the sidelines, I can’t help but admire the sacrifices they have made to advance their career, raise a family and maintain a semblance of a social life, doing it all with finesse. With my guidance, and through my passion for helping others, I can provide you with a means of finding financial freedom and life balance.
AS A PROFESSIONAL WOMAN AND LEADER, YOU REGULARLY PRIORITIZE, DELEGATE, AND MANAGE BOTH AT WORK AND AT HOME. YOU KNOW HOW IMPORTANT IT IS TO HAVE A RELIABLE TEAM IN PLACE TO HELP YOU RUN THINGS MORE SMOOTHLY.
A TRUSTED FINANCIAL PARTNER IS ONE PIECE OF THAT TEAM, ESPECIALLY ONE WHO KNOWS HOW TO GROW WITH YOU AND YOUR CAREER. THAT'S WHERE 4D COMES IN. WE BRING YEARS OF EXPERIENCE AND PERSPECTIVE TO OUR RELATIONSHIP, AS BOTH FINANCIAL ADVISORS AND PEERS WHO ALSO BALANCE THE WORK/LIFE JOURNEY. THAT'S WHY WE'RE CONFIDENT WE CAN HELP YOU DESIGN THE LIFE YOU WANT TO LIVE.
WHO WE ARE:
We are an independent, fee-only financial advisory firm for female professional leaders.
WHAT WE DO:
We make the complex, simple. We put everything into terms you understand and then give you advice, allowing you to make the best choices with all the information you need.
WHAT WE STAND FOR:
The power of education, the importance of a clear perspective, and the impact of intentional choice.
WHY WE ARE DIFFERENT:
We truly care about you, not just your finances. We're real people! We have families and strive to help our communities.
WHY THAT MATTERS:
Owning your decisions today will impact your tomorrow--and will give you confidence in achieving the future you imagine.Kunde Family Winery - Sonoma Estate WineryJacuzzi Wines - DolcettoTHIS EPISODE WAS PRESENTED BY AMY IRVINE ROOTED PLANNING GROUP 10 EAST MARKET STREET CORNING NY 14830 WWW.ROOTEDPG.COM EMAIL: AMY@ROOTEDPG.COM Mentioned in this episode:Hanson VineyardsHanson Vineyards
S Barlow Road
Woodburn, Oregon 97071