• What You Wish You Knew Beforehand About Choosing a Financial Coach or Advisor

  • Apr 13 2022
  • Length: 49 mins
  • Podcast

What You Wish You Knew Beforehand About Choosing a Financial Coach or Advisor

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  • Summary

  • Financial Coach Jackie Mitchell answers the following questions: Jackie tell our audience a little about what you do and how you got started? First let me ask you how important is it for your financial health to have a financial coach and will any coach do? Are you a fiduciary and what does this mean? What is your investment philosophy? How do you get paid? What are my all-in costs? What qualifies you to be a financial coach? How will our relationship work? What asset allocation will you use? What investment benchmarks do you use? What tax hit do I face if I invest with you? Jackie are there any other questions a person needs answered before they make that final commitment?
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