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- OWNING YOUR FINANCIAL JOURNEY -

Finding Your Money Dream Team

*Originally posted on andefrazier.com* The first step to finding a great money team is to recognize that ultimately you are 100% responsible for your financial decisions. This includes making sure you are educated and knowledgeable about not only “the what” of your plan, but “the why” as well. When finding great people to give you advice, they should have not only technical expertise but also behavioral competencies. Here are some great tips to help guide you as you build your own Money Dream Team: Investigate their credentials There are no required standards for anyone claiming to be a financial professional, but there are key indicators that you are dealing with a professional. They in

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