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Is your financial plan working for you?
Manage episode 286067556 series 2884768
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We all know what a financial planner does, right?
We make assumptions.
We believe they are doing all the right things for us.
Sara McCullough breaks down the myths, and the mistakes people make, when working with their financial planner, or choosing one.
They are the planner, but it is your money, it’s YOUR plan. That makes sense.
Got a question for Sara? Send her an email at ask@saramakessense.ca and she might respond to it in an upcoming episode
Sara's website is https://www.wddevelopment.ca/
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