Today, we have an episode that's a little different. We're looking at a real case study of a client that recently came into DAK Financial Group.
**Names have been changed to protect the identify of our client**
Other things we talk about in this episode
Be sure your financial advisor is asking the right questions
You don’t know, what you don’t know
What it’s important to have an advisor that is a fiduciary
Having estate planning documents in place
Questions to ask yourself
What is my definition of help?
Do I have a financial profile in place?
If you aren’t defining what help means to you, someone will define it for you.