Finding Your Financial Match: How To Choose The Right Advisor For Your Values Steadfast Wealth Planning podcast

Finding Your Financial Match: How to Choose the Right Advisor for Your Values

28d ago 13:03

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What Does It Mean To Have A Fiduciary Financial Advisor, And Why Is It Important?

Finding the right financial advisor isn't just about credentials—it's about connection, compatibility, and comprehensive expertise that aligns with your unique needs. Cody Stansell, CFP and Senior Wealth Advisor at Steadfast Wealth Planning, breaks down the essential questions everyone should consider when selecting a financial planning partner.
The conversation reveals critical red flags that signal potential misalignment, like the uncomfortable "salesman feeling" that permeates some advisor relationships. Cody emphasizes the importance of that initial gut reaction: "If you sit down in a financial planner's office, it's almost like that gut feeling of do we feel like we're in the right place?" True professionals view planning as a relationship, not a transaction, giving clients the time and space needed to make informed decisions without pressure.
Beyond personality fit, Cody explores the fundamental differences between comprehensive planning approaches versus single-focus strategies. He highlights the evolution of financial planning from strictly investment management or insurance-focused models to today's integrated approach that addresses taxes, estate planning, employee benefits, and more. For those navigating complex financial situations, finding an advisor with relevant expertise becomes even more crucial. As Cody notes, "We want a financial planner that goes through several aspects...a comprehensive view on all your money and not just being sold an insurance product."
Whether you're considering a large established firm or a boutique practice like Steadfast Wealth Planning, understanding these distinctions empowers you to make choices aligned with your values and financial goals. Smart planning begins with selecting the right advisor—one who views your financial journey through a lens of transparency, integrity, and Christian values that build toward a life well lived.

To learn more about Steadfast Wealth Planning visit:
https://www.SteadfastWealthPlanning.com
Steadfast Wealth Planning
5550 Granite Pkwy, STE 270
Plano, TX 75024
469-606-2040

Chapters

1. Introduction to Steadfast Wealth Planning (00:00:00)

2. Finding the Right Financial Advisor (00:01:44)

3. Red Flags in Advisor Selection (00:04:26)

4. Comprehensive Planning vs Single-Focus Approaches (00:06:38)

5. Big Firms vs Small Firms (00:09:07)

6. Investment-Based vs Insurance-Based Planning (00:10:26)

11 episodes