#RichLifeLawyer Episode 009: How to Manage Your Financial Planner
As an estate planning attorney I know how easy it is to get blinders on when it comes to counseling my clients. It takes a special level of concentration to make sure each client is achieving their specific goals, not the ones I think they should be achieving.
The same situation applies to financial planners.
Here’s how to get the most out of your financial planner.
MY NEWEST ARTICLE: Do You Even Care What Happens When You Die?
Christopher Small helps people get rich and live forever. He is more than just an estate planning lawyer. He wants to help you create legacy.
That’s what The #RichLifeLawyer Show is all about. It’s his way of providing awesome value for free. The goal of this show is to give you life hacks that will help you build wealth, create generational wealth, and protect your family.
You’ll find information here on estate planning, financial planning, productivity, finance, self-improvement, family protection, tax avoidance, and anything else Christopher thinks will help improve your quality of life (and after-life).
Christopher is a Rich Life Lawyer with CMS Law Firm LLC. He is a speaker, a blogger, a husband, a father, a golfer, and really good at helping people create the life of their dreams.
Find Christopher here:
P.S. Do you have kids? Have you completed guardianship paperwork? Have you done it correctly? Click here to find out what happens if you don’t do anything: Are you okay with a judge choosing the guardians of your children?
P.P.S. Do you own a business? Do you have a plan so the business, and your family, can survive if something happens to you? If not, click here to learn how simple it is to protect your business and your family from tragedy: 5 Ways to Protect Your Business from Catastrophic Failure.
P.P.S. Do you have no kids and think you don’t need an estate plan? Single and think a will is only for married couples. You couldn’t be more wrong. Click here to learn more: 5 reasons estate planning is a must have even if you don’t have kids.
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