Behind The Designs

Who do you call . . . CFP®? EA? CFA?

April 17, 2023 Financial Design Studio Season 1 Episode 15
Who do you call . . . CFP®? EA? CFA?
Behind The Designs
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Behind The Designs
Who do you call . . . CFP®? EA? CFA?
Apr 17, 2023 Season 1 Episode 15
Financial Design Studio

When you are too busy or overwhelmed, that's when you should bring in a professional. But, who should you turn to for financial help? This episode breaks down the cost of staying the same as well as what key financial designation actually mean.  

We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website
https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)





Show Notes Chapter Markers

When you are too busy or overwhelmed, that's when you should bring in a professional. But, who should you turn to for financial help? This episode breaks down the cost of staying the same as well as what key financial designation actually mean.  

We are Financial Design Studio: Michelle, Steve, Rob, and Trevore…We have a passion for helping others reach financial success. Part of our job is to teach you about money, so you can make educated financial choices!
Learn more about us at our website
https://financialdesignstudio.com/
(Disclaimer : This podcast should not be taken as financial advice and Financial Design Studio accepts no responsibility for your individual actions or choices. For our full disclaimer, check out our podcast description.)





Reality check and behind the scenes
What is the cost of being overwhelmed?
What does financial help look like?
Who do I call for tax help?
Who do I call for planning help?
Who do I call to help manage my money?
Who do I call for insurance help?
How to get out of feeing overwhelmed?