Swallow the Anchor
Swallow the Anchor
Yachting Financial Solutions
Swallow the Anchor - Season 5 Episode 11 - What is the point of a financial planner
27 minutes Posted Aug 13, 2019 at 10:26 am.
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What is the point of a financial planner anyway? That's the queston Teresa and Roger answer in this episode of Swallow the Anchor. The answer might surprise you. In a nutshell: think of a financial planner as your personal financial trainer. They will help you clarify your goal (the main reason people fail to get fit or save money in the first place), make sure your goal is realistic, draw up a plan for you AND IMPORTANTLY help you stick to your plan so you achieve your goal.