Money Mondays; Choosing a Financial Planner
This week on our Money Mondays program I talked with Chris Wayne from Laraway Financial. The Topic was questions to ask when choosing a financial planner. Questions include; How do you charge, licenses, credentials, schooling, a sample financial plan, investment approach, working as a team or an individual. Listen to the conversation below.
Money Mondays airs at 8:40am Mondays with Chris Wayne, Steve Laraway or James Schmitz from Laraway Financial.