¿Cómo es trabajar con un Financial Planner? (Parte 1)

Este episodio es el primero de la serie "¿Cómo es Trabajar con un Financial Planner?". La idea es ayudarte para qué sepas qué esperar y que entiendas el proceso de planeación financiera de la A a la Z. En este primer episodio de la serie, te platico sobre la primera vez que un cliente potencial se reúne con un financial planner: ¿de qué hablamos? ¿qué tipo de preguntas hago? ¿porqué es importante responderlas con transparencia y honestidad? ¿Qué sigue? Además, te comparto qué es lo que debería hacer un financial planner cuando lo que necesitas está fuera de su área de experiencia. Encuentra financial planners que no venden seguros u otros productos financieros en: NAPFA XY Planning Network Garrett Planning Network Importante: Yo soy miembro de NAPFA y de XY Planning Network Inscríbete a mi boletín en http://miguelgomez.link/correo Encuentra Dinero en Español en tu plataforma favorita: http://linktr.ee/miguelgomez No olvides dejarme tu reseña y tus estrellas en iTunes y Spotify. Nota de mis abogados: Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. ____________________________ Dinero en Español es una producción de Dinero Coaching, LLC _____________________________ Sophronia Wealth Advisors (“Sophronia”) is a registered investment advisor offering advisory services in the States of Texas, California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision. The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Sophronia Wealth Advisors (referred to as “Sophronia”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. All opinions and estimates constitute Sophronia’s judgement as of the date of this communication and are subject to change without notice. Sophronia does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other invest