Both of our co-hosts are back in studio this week to sit down and chat financial planning with Sarah Balram, CFP, CDFA. Sarah is the owner of Flip My Life Inc., a Certified Financial Planner (CFP), and a Chartered Financial Divorce Financial Analyst (CDFA), as well as being both Life Licensed and Mutual Fund Licensed. Planning for the future, and KNOWING how to plan for the future, can be extremely overwhelming – especially to those who have no similar experience. Daren, Tina, and Sarah discuss what is means to be a fee based financial planner and how this enables Sarah to provide a more unbiased approach when discussing the products and services that are available to her clients. If you don’t know the difference between a financial plan versus an investment statement, don’t worry – you’re not alone and today’s episode will help make more sense of what options are available to you to help secure your future. Sarah works to guide and support her clients through the process of determining their goals and what is best for your unique financial needs. If you’ve not thought about your “Plan B” yet, now is the time to start planning for your future financial stability!
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