EP 06. Finding Your Financial Wellness: Tips for Choosing the Right Financial Planner

In today's episode of "Her Honest Money Talk," we're diving into the critical process of selecting a financial planner or advisor. The episode features a conversational style between Hazel, the founder and CEO of Align Financial Solutions LLC, and Hannah, who serves as the client wizard at Align Financial Solutions LLC. Join us as we explore key tips for finding the right match to navigate your financial future. From considering compatibility with your unique financial and life circumstances to exploring vetted professionals on trustworthy websites, we'll provide valuable insights for navigating this important decision. Don't forget to subscribe, like, and share with your friends as we discuss financial planning for life's transitions. Stay empowered and financially aligned! Below are the links to locate certified financial planners through the CFP and FPA websites. Both require each professional to have the CFP designation to become a member. I hope this is helpful! CFP Board: cfp.net FPA: PlannerSearch.orgSubscribe to us @AlignFinancialSolutions Facebook Page: Like us at facebook.com/alignfinancialsolutionsllc LinkedIn Profile: linkedin.com/in/hazel-seccoVisit our website: www.alignfinancialsolutions.com Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

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About Hazel Secco, CFP®, CDFA®

Hazel is the founder of Align Financial Solutions. As a fee-only, fiduciary advisor, she specializes in helping independent women navigate career transitions, equity compensation, and the journey toward a "Work Optional" life.

Disclaimer

All content in this podcast is for educational and informational purposes only and does not constitute individual investment, legal, or tax advice. Investing involves risk. Always consult with a qualified professional regarding your specific situation.