005 Making Sure Your Financial Plans are In Good Professional Hands

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KT Thomas

In this episode, KT and Tammy discuss:

  • Why a financial planner is important
  • Things to keep in mind when choosing a financial planner
  • Being a CFP vs. working as a CFP
  • Fiduciary

 

Key Takeaways:

  • Make sure that the financial planner is certified
  • Fiduciary means that the financial planner is going to do what’s in your best interest
  • Check with your planner that he/she is outlining all the fees that you’re paying for and why they’re there
  • Find a financial planner that can customize his/her services to your needs and check FINRA to make sure your planner is legitimate

 

“Well the first thing that you want to know is if the financial planner certified.” – KT Thomas

Connect with Tammy Simmons, CFP:

Website: www.newdaysolutions.com

Email: tammy@newdailysolutions.com

Phone: 800-834-2101

 

Connect with KT Thomas: https://ktsmoneymatters.com/

 

Purchase KT’s book- The Hardworking Woman’s Guide to Money

 

Show Notes by Show Producer: Anna Nygren

 

Audio production by Turnkey Podcast Productions. You’re the expert. Let us help you prove it.

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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