Aligned Money Show
A Client Centric Approach with Michael Solari

On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning. Listen to learn about overcoming avoidance behaviors and getting on the right track financially!
For the Difference Making Tip, scan ahead to 15:16.
You can learn more about Mike at SolariFinancial.com, Twitter, Facebook and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
https://amz...
- Broadcast on:
- 03 Jan 2024
On this show, we talked about the importance of taking a fiduciary, client centric approach to financial planning, how that benefits clients and what that process looks like with Michael Solari, CFP and Principal of Solari Financial Planning. Listen to learn about overcoming avoidance behaviors and getting on the right track financially!
For the Difference Making Tip, scan ahead to 15:16.
You can learn more about Mike at SolariFinancial.com, Twitter, Facebook and LinkedIn.
Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/
Find George G’s books here
https://amz...