- the benefits of hiring a financial planner;
- the different types of financial planners;
- how financial planners get paid;
- questions to ask when hiring a financial planner;
- how to find a trustworthy financial planner
- The Laws of Wealth: Psychology and the secret to investing Success by Dr. Daniel Crosby
- Seven Figure Pharmacist (Chapter 15) by Tim Church and Tim Ulbrich
- Script Financial; a fee-only financial planning firm dedicated to helping pharmacists and young professionals meet their financial goals.
- Research supporting the value of hiring a financial planner:
- ‘Putting a Value on Your Value’ by Vanguard
- ‘Alpha, Beta, and Now...Gamma’ by Morningstar
- Quantitative Analysis of Investor Behavior (QAIB) by Dalbar
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