The Financial Planning Process
from Retirement Elevated Podcast with Sean Lee Hosted by Sean Lee
What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals. What we discuss: 0:30 - How do we feel about this year’s Super Bowl? 1:33 - What signs show an advisor is overly focused on selling? 2:35 - What information are they gathering about you? 2:54 - Are they pointing out the good and the bad? 3:41 - What’s the process at Retirement Elevated? 5:40 - What improvements have Sean made in the planning process? 6:58 - What advice would Sean give his former self? 8:42 - Is there something unique about the experience working with Retirement Elevated? Get additional financial information: https://retirementelevatedpodcast.com/
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