Finding the Right Financial Planner for You with Anjali Jariwala

This week I sat down with fellow financial planner and CPA Anjali
Jariwala to discuss how to figure out how to find the right
financial advisor for you.


Anjali Jariwala CPA, CFP founded FIT Advisors to save her clients
time and help guide them to better financial decisions. As a mom,
business owner and wife of a physician, she understands the
opportunities as well as challenges that young professionals
face. Whether you’re running a medical practice, looking at your
first job or navigating money conversations in a new marriage -
she knows your home life and financial future is not the average
juggling act. Anjali believes in a more hands-on advising
approach - we pull all the pieces together to provide you with
peace of mind.


HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:


Questions that come up around hiring a financial planner

Barriers people put up for not hiring a financial planner

How to address the emotional side of money

How a financial planner can provide a safe space to talk
about your money

Important items to look for when searching for a financial
planner

Fiduciary explained and why your financial advisor should be
in this category

Fee-only versus fee-based financial planners

A few things to consider when finding the right fit for your
financial planner

How comfort and the ability to relate can be crucial for
picking your financial planner

Why your financial planner shouldn’t be afraid to have the
tough conversations with you

Why you may not get the sample plan you ask for when
interviewing a financial planner

The questions you SHOULD be asking instead

The peace of mind a financial planner can bring to your life

The fees discussed and the value that you get

Why fees will be different when comparing financial planners

Different options to pay your financial planner to make it
work best for you

The challenges and pitfalls you might run into down the “do
it yourself” route



GET SOCIAL WITH ANJALI AND LET HER KNOW YOU HEARD ABOUT
HER HERE


Anjali's Website

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