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Financial Planning with Melinda Davis (Davis Wealth Advisors)

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Financial Planning with Melinda Davis (Davis Wealth Advisors)

https://traffic.libsyn.com/secure/financialfreedomcommunity/FFC073.mp3

  • 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:

  • Financial Freedom Community
  • Financial Freedom Community Facebook Group
  • LetsMakeAPlan.org
  • National Association of Personal Financial Advisors
  • Money Quotient
  • Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence – Vicki Robin
  • Davis Wealth Advisors

*Intro and outro music is provided by Michael Cat Audio

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Hustle to Financial Freedom helps individuals and families gain clarity with their finances and assist them on their journey towards financial freedom and building their own business.

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