In this episode, financial advisor Elke Rubach demystifies what it means to work with a financial advisor and encourages us to get comfortable talking about the uncomfortable. She walks us through what meeting with a financial advisor should look like, 4 pillars of financial planning, and the benefits and importance of finding a good fit in a financial advisor. When it comes to financials, she stresses that you should feel empowered to ask the questions
you may be nervous too ask and be able to build a relationship with your advisor. You were and are brave enough to start a business, you are brave enough to take care of your financials.
Quote:
"You are planning for the life you want today and in the future" – Elke Rubach
"Talking about our financials is not a time to judge" – Elke Rubach
"Ensuring you need what you have, and have what you need, and a good advisor can support that’- Shauna Frederick
“If knowledge is power, knowing what we don’t know is wisdom”
-Adam Grant
Websites:
Rubachwealth.com
647-808-7700
Social media handles:
LinkedIn:
Rubach Wealth
Twitter:
@rubachwealth
Instagram:
@rubachwealth
Facebook:
https://www.facebook.com/rubachwealth
