Meet Your Match: Leveling Up Your Financial Planning

Are you the first generation in your family to come into significant financial resources? Are you frustrated by the traditional financial services models that were designed for and by men? Do you want to engage with a financial planner that shares your values?

Finding financial advisors and resources that you can trust and feel comfortable with can be intimidating. Take the next step in your financial journey by meeting with financial advisors, learn their approaches, and learn how to vet the right planner for your goals and values. You’ll leave with:

• A toolkit of questions and resources to help you find a prospective advisor.

• Understanding different credentialing criteria and learning what credentials you should look for to identify the right advisor.

• Confidence in your ability to secure the right financial advisor for you.

• Redefining your narrative and the language of the financial world to center your experience and knowledge as…