Unlock Your Potential During National Financial Planning Month (Ep 149)

National Financial Planning Month is here! In this episode, we’ll do a little bit of celebrating as we look at what financial planning truly means, as well as what drew Lee into the field! We’ll break down what it means to be a fiduciary, how JL Perkins is different from other wealth advisory firms, and what the standard process looks like with us. Lee also shares a key tip to help you avoid starting your financial plan on the wrong foot, along with insights into the work he did before becoming a financial planner. You don’t want to miss what we have coming today, so pull up a chair and listen in! Here’s what we discuss in today’s show: How Lee got into financial planning, and what he was doing before he started How Lee defines financial planning What you should have ready when you meet with an advisor for the first time What’s different about JL Perkins? Not relying on the internet for your retirement advice Want to set up a meeting with us? Visit us here: http://talkwithjp.com Get more financial education at http://myretirementclarity.com