Professional financial planning for women of all ages is available from members of The National Association of Personal Financial Planners or The Garrett Planning Network. Members of these organizations are “fee only.” That means they are not compensated from product purchases or sales. Look also for a Registered Investment Advisor (RIA). Such advisors are held to a higher legal standard known as a fiduciary standard. By law, a fiduciary will act solely in the best interest of the client. Advisors and stockbrokers can offer the same services as fee-only, Registered Investment Advisors, but without being held accountable to the same ethical standard.
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Jennifer Hartman used to work in the entertainment industry and now has her own firm, Greenleaf Financial Group.
