What a Financial Professional Does Not Do and who you can ask instead

Making Money Fun

Jul 29 2016 • 57 mins

As a financial professional, there is a misconception that I handle all aspects of my client’s money. But there are some things that I don't do, like detailed budgeting assistance or helping them break through some of the mental barriers to managing and earning money. Though I'm not an expert in all of these areas, I know some professionals who can answer your questions, and a few of them will be on this show as guests. In this episode, I will be talking to Kelsa Dickey of Fiscal Fitness and Jennifer Johnson, of Six Figure Scared Sales about how they can help in some of these areas and how their work can help your over-all financial plan.