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Description

Today we are talking with Melinda Davis.

Melinda is a Certified Financial Planner, Chartered Retirement Planning Counselor, and the founder of Davis Wealth Advisors.

Before starting Davis Wealth Advisors, Melinda found herself working with a financial advisor that didn’t have her best interest in mind.

As a result Melinda is passionate about providing transparency, education and clarity along with building deep relationships with her clients.

Timeline:

• 00:43 - Intro
• 01:22 - Melinda's Journey
• 07:33 - What is a Financial Planner?
• 14:50 - Financial Planner vs. Certified Financial Planner (CFP)
• 18:13 - Fiduciary vs. Suitability
• 27:58 - Flat Fee vs. Percentage Fee Financial Planner
• 33:16 - When should you go to a Financial Planner?
• 40:25 - The Financial Planning Experience
• 48:29 - The Wealth Management Experience
• 56:01 - Financial Planner Cost
• 01:01:05 - Melinda's Final Takeaways
• 01:05:23 - Contacting Melinda

Resources & Links:

• Financial Freedom Community
• Financial Freedom Community Facebook Group
• LetsMakeAPlan.org
• National Association of Personal Financial Advisors
• Money Quotient
• Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence - Vicki Robin
• Davis Wealth Advisors