Hiring a financial planner shouldn't feel like a leap of faith, but for many people, it does.
Maybe you've never worked with one because trust feels impossible. Or maybe you're stuck with an advisor who doesn't seem to have your back - someone who pushes products instead of creating plans, or leaves your questions unanswered.
You're not alone. This is exactly what I hear from people all the time.
Here's the truth: choosing the right financial advisor is like handing someone a gift box containing your entire life savings and future dreams. That's a big deal, and you deserve to feel confident about who you're trusting with that box.
In this episode, I'm sharing the non-negotiables to look for, the questions that separate the pros from the product pushers, and the red flags that should make you run.
If you want to sign up for Get Your Money in Gear, go here: https://zenaamundsen.ca/get-your-money-in-gear-course/
If you want more resources and show notes, check out https://astrafinancial.ca/podcasts/
