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Financial Planning with Melinda Davis (Davis Wealth Advisors) - Hustle to Financial Freedom

Financial Planning with Melinda Davis (Davis Wealth Advisors)

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Financial Planning with Melinda Davis (Davis Wealth Advisors)

Episode Originally Posted:
October 7, 2020

Today we are talking with Melinda Davis.

Melinda is a Certified Financial Planner, Chartered Retirement Planning Counselor, and the founder of Davis Wealth Advisors.

Before starting Davis Wealth Advisors, Melinda found herself working with a financial advisor that didn’t have her best interest in mind.

As a result Melinda is passionate about providing transparency, education and clarity along with building deep relationships with her clients.

Timeline:

00:43 – Intro
01:22 – Melinda’s Journey
07:33 – What is a Financial Planner?
14:50 – Financial Planner vs. Certified Financial Planner (CFP)
18:13 – Fiduciary vs. Suitability
27:58 – Flat Fee vs. Percentage Fee Financial Planner
33:16 – When should you go to a Financial Planner?
40:25 – The Financial Planning Experience
48:29 – The Wealth Management Experience
56:01 – Financial Planner Cost
01:01:05 – Melinda’s Final Takeaways
01:05:23 – Contacting Melinda

Resources & Links:

*Intro and outro music is provided by Michael Cat Audio

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