Episode description
Welcome to Financial Freedom Month!
To kick things off, we've got a solo episode packed with advice to right your financial ship -- or to keep you on the stellar journey you've started. First, I go through the Eight Principles of Financial Freedom that will help you get clear on your path and stick to it. This process is all about self-reflection on your current reality and how it relates to your goals.
Then I delve into all the big and small things you should keep in mind when finding a financial advisor, from the letters after their name, to the comfort level of your relationship, to your preference for working with a woman or a man. All of these considerations are important since working with a great financial advisor can be an incomparable investment in the quality of every aspect of your life.
Finally, I offer you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don't hesitate to reach out -- I'm here to help you build your best life, and this call is a great first step.
You can also call a toll-free number at (877) 569-5508
Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.