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Have you ever thought about hiring a financial planner but just don’t know where to start?
Today we have financial planner Christina Gatteri on the show. Christina walks us through the process of finding the right financial planner for you! She shares with us the red flags to look out for and why she doesn’t love 529’s for college savings. We also talk about cash flow and what she prefers her clients to have for when it comes to having an emergency fund. One topic that she shared that stood out is what she wishes more parents were doing to help teach their kids about money. Hear what she says about this topic and more on the podcast.
If you liked this episode, make sure to check out the episode with Julie Lam on how to save for you kid’s future: Saving for your kids future
Resources mentioned in the show:
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Guest Info:
Christina Gatteri
Facebook: https://www.facebook.com/
Website:https://myinnovativeplan.com/
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