Apr 25, 2022
Whether you’re working to hit that first 6-figure year in your spa or you’re climbing the mountain to a million, there is never a better time to get your financial plans in order than now – even if you’re listening to this episode a week, 2 months, or 2 years after its original release.
Here to discuss the timeless topic of financial planning with me is Brent Weiss, the co-founder and Chief Evangelist of Facet Wealth whose role is to be the “keeper, speaker, and champion” of the Facet Wealth cause, which is to give everyone clarity and confidence by building a financial plan based on personalized advice for all the financial decisions that impact your life. Now, all you loyal listeners know I’m a nerd for money conversations, but Brent truly makes the topic of financial planning a feel-good experience, and I can’t wait for you to tune in.
In this episode, we discuss:
- Why having a financial plan and financial advisor is so important, especially as a business owner, and why it’s critical that you align your financial plan with your life and business goals
- How traditional financial planning services work, and how Facet Wealth is working to do things differently
- Brent’s top insights on what to look for when finding the right-fit financial advisor for you and what key indicators to look out for when interviewing your potential advisor
- Why it’s never too late to craft a financial plan and why you need a “To Be” list versus a “To Do” list when it comes to your financial planning vision
To read the full show notes for this episode, visit: http://www.addoaesthetics.com/blog/277
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