Preparing to meet with a Certified Financial Planner
Update: 2023-12-22
Description
In the episode Ms. Black discusses why you may want to meet with a Certified Financial Planner (CFP) and how prepare to meet with a CFP.
Questions to Ask a Certified Financial Planner
Certified Financial Planner Documents Checklist
Certified Financial Planner Search: https://www.plannersearch.org/
Ms. Black, the host of Staying in the Black, is a single mom, homeowner, and public-school educator in NYC. She owns two properties and is one mortgage away from being totally debt-free. She loves traveling the world with her family and has over $500,000 in her retirement accounts beyond her pension.
Learn more about Ms. Black:
Website: http://www.stayingintheblk.com
Instagram:@stayingintheblk
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