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How to Choose a Financial Advisor: Tips for Selecting a CFP

Building Wealth / AskTheMoneyCoach / certified financial planner, fiduciary financial advisor, financial advisor selection, how to choose a financial advisor, investment management

Knowing how to choose a financial advisor is crucial for achieving your financial goals. With a myriad of options available, understanding the various types of advisors and their services can seem overwhelming. This article will guide you through the essential steps to effectively select a certified financial planner (CFP) who aligns with your unique financial […]

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How to Hire a Good Financial Planner or CFP

Personal Finance, Featured / Lynnette Khalfani-Cox, The Money Coach / certified financial planner

When you’re looking to manage your money, you may be overwhelmed with all of the financial possibilities. Should you invest in stocks, mutual funds, downsize your home, liquidate your assets… the list goes on and on. If you spend most of your time in a non-finance-oriented career, the challenge to stay up-to-date on personal finance

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All information on this blog is for educational purposes only. Lynnette Khalfani-Cox, The Money Coach, is not a certified financial planner, registered investment adviser, or attorney. If you need specialty financial, investment or legal advice, please consult the appropriate professional. Advertising Disclosure: This site may accept advertising, affiliate payments or other forms of compensation from companies mentioned in articles. This compensation may impact how and where products and companies appear on this site. AskTheMoneyCoach™ and Lynnette Khalfani-Cox, The Money Coach® are trademarks of TheMoneyCoach.net, LLC.

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