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Finding Your Financial Wellness: Tips for Choosing the Right Financial Advisor

Subscribe for more episodes to dive deeper into the intersection of women and money on this top 10 women’s finance podcast hosted by Hazel Secco, CFP, and CDFA. Tune in to a women and money podcast that is genuinely honest and bold, offering insights and tips through Hazel’s personal and professional lens.

Episode Recap

In today’s episode of “Her Honest Money Talk,” we’re diving into the critical process of selecting a financial planner or advisor. The episode features a conversational style between Hazel, the founder and CEO of Align Financial Solutions LLC, and Hannah, who serves as the client wizard at Align. Join us as we explore key tips for finding the right match to navigate your financial future. From considering compatibility with your unique financial and life circumstances to exploring vetted professionals on trustworthy websites, we’ll provide valuable insights for navigating this important decision. Don’t forget to subscribe, like, and share with your friends as we discuss financial planning for life’s transitions. Stay empowered and financially aligned!

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To learn more about how we help you find your financial wellness, contact us today.