In this episode, Jess talks to Amanda Stilwell who is one of newest financial advisors here at the Women’s Wealth Boutique and is also a Managing Partner for Clarity Financial. On this episode Amanda gets into what brought her to the financial advisor world more specifically the long-term care and hospice side of finances. They also discuss the importance of being able to ask the tough questions when it comes to this particular side of financial planning. She explains the various aspects that must be considered when discussing retirement and long term care planning with clients and their families.
Highlights:
• The importance of planning when it comes to your finances
• As a financial planner you have to be able to ask those tough questions
• The value in clients understanding why we’re doing what we’re doing
• It’s vital to know your strengths so you can help out your community
Contact our guest:
https://www.Clarityfinsolutions.com
https://www.facebook.com/clarityfin
https://www.instagram.com/clarityfinsolutions
Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.
New episodes release every other week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast
Follow us on Instagram & Facebook
In this episode, Jess talks to Amanda Stilwell who is one of newest financial advisors here at the Women’s Wealth Boutique and is also a Managing Partner for Clarity Financial. On this episode Amanda gets into what brought her to the financial advisor world more specifically the long-term care and hospice side of finances. They also discuss the importance of being able to ask the tough questions when it comes to this particular side of financial planning. She explains the various aspects that must be considered when discussing retirement and long term care planning with clients and their families.
Highlights:
• The importance of planning when it comes to your finances
• As a financial planner you have to be able to ask those tough questions
• The value in clients understanding why we’re doing what we’re doing
• It’s vital to know your strengths so you can help out your community
Contact our guest:
https://www.Clarityfinsolutions.com
https://www.facebook.com/clarityfin
https://www.instagram.com/clarityfinsolutions
Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.
New episodes release every other week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast
Follow us on Instagram & Facebook