Pam & Dyalekt roaring

b&b67 What happens when a financial planner hires a financial planner?

So it’s happening. Dyalekt and I are hiring a financial planner. And we’re going to talk about the whole process in a series of radio show episodes. I read a very slap-in-the-face article about why financial planners might be hypocrites of their own profession. If I believe in the financial planning process so much, why don’t I have my own financial planner?

So here we are. This Sunday, we will talk about the whole interview process, including the three planners we interviewed and who we ended up hiring. Eek, I’m so nervous!

Thanks to Colin Drake of drakewealth.com, Sophia Bera of genyplanning.com, and Scott Frank of stonestepsfinancial.com. We wish we could work with all of you!