QUARTERBACKING YOUR PLANNING TEAM
Heather G. Walser • March 1, 2016
You’ve probably spent considerable time developing plans for accomplishing your financial and estate planning goals, but what have you done to ensure that the plans you’ve set in place will be executed properly? By working in conjunction with a team of advisors, instead of just one, you can take advantage of the specialized knowledge of many professionals instead of relying on the knowledge of just one. In this podcast, attorney Heather Walser and CFP Michelle Smalenberger discuss the who, what, why and when of successful planning teams.
- planning team
- fiduciary
- fee only
- estate plan
- financial advisor
- financial planning
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