Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.
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Ep 43: Financial Planning 101: How to Find a Great Cross-border Financial Planner.
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Narrated by:
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About this listen
We share personal experiences and insights on the importance of cultural sensitivity, qualifications, fee structures, and effective communication in financial advising.
These are the things you want your financial planner to have in addition to cross-border technical knowledge.
We emphasize the importance of advisors understanding their clients' unique backgrounds and financial goals, as well as the fiduciary responsibilities they hold.
This will help you find the best financial advisor for your specific situation.
Key Takeaways on finding the right advisor for your cross-border needs
- Look for cultural sensitivity
- Look for advisors with CFP certification for quality assurance.
- Understand the fee structure.
- Ensure their communication will help you understand complex financial concepts.
- Ensure they are a fiduciary - put your interests first.
- Agree on how you define financial success and much more.
Episode Links & Resources
- Ep 37: How To Find The Right Tax Pro For Your Cross-border Needs
- Ep 31" Five Important Financial Planning Questions For Foreign-Born Families
- A Prospect's First Visit - Nightmare Os The Start Of Something Beautiful
- Kitces: Navigating Challenges Investing For Nonimmigrant Visa Holders
- Understanding The Role Of a Financial Advisor
- Are you Tax-compliant With Your Overseas Assets? - Free Guide - Scroll to the bottom of the page.
If you'd like to work with us on your finances or taxes, check out the process
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The speakers' views and opinions discussed in this episode should not be considered financial, tax, or legal advice. Consult your advisor for any legal, cross-border tax, and financial advice.
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