Unraveling Financial Planning | Andwise Community Hour
Channel: Andwise
Date: 2023-10-11

Tanya Frias CFP, our esteemed Director of Financial Education and Empowerment, demystifies the CFP-client relationship and breaks down the various fees involved when collaborating with a financial planner. Engage in a dynamic Q&A where attendees share their personal experiences and seek clarity on their financial planning journey.

Join the Andwise Community Hour and enrich your knowledge. This is your chance to engage with and seek guidance from seasoned financial professionals, legal experts, accountants, and the distinguished members of our medical advisory board. Become a part of the Andwise community and propel yourself towards informed decisions and a brighter future!

#financialeducation #financialplanning #physicians #medicine 

00:00 Welcome 
01:56 Required Information for Financial Planning 
10:55 Pricing Models 
20:14 Question Regarding Pricing Models 
24:54 A Comprehensive Financial Plan 
33:19 Q&A Session