Host Jessica Sclafani is joined by CERTIFIED FINANCIAL PLANNER® professionals Emily Herstein and Matt Spratt to discuss practical steps for finding the right financial professional. Building on our earlier conversation in Season 3 about the value of financial advice, they share what to look for when hiring an advisor, from credentials and communication style to trust and compatibility. Listeners will learn how a financial professional can help set clear goals, personalize your plan, and give you confidence in your financial decisions.