Professional Advice vs. Personal Honesty?
Are you performing a sanitized version of your financial life for your advisor? 🤔
This short reveals the false choice between professional respect and personal honesty. We explore how a 'both/and' solution can create an authentic partnership, because financial planning based on incomplete information is limited, no matter how technically competent the advisor is. This is a core principle of our Financial Sanctuary Creation™ methodology. Get ready to transform your financial life from performance to partnership.
Listen to the full episode: https://www.safesimplesound.com/podcast-episode-63/
DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.