Many of us have postponed financial planning, or are still postponing it, for one reason or another. And sometimes those reasons can be emotional rather than rational. Whether you’re determined to pay off your home as soon as possible or need to get out of student debt, financial advisors should meet you where you’re at and take your goals into account. Today on the show we get together with Lance Elrod, co-owner of Next Step Divorce Solutions, as well as Next Step Financial Transitions, which he founded with his wife just over a year ago. We are also joined by co-host John Fritzsching, of the Business Growth Hacks Podcast, to talk with Lance about how he founded his business and some of the amazing ways he is serving his core customer base. In our discussion, Lance shares what he’s learned as a financial planner, why it’s never too early to look at your financial goals, and why everyone’s ideal financial plan is unique. We also delve into how newlyweds can benefit from financial planning and why divorce proceedings shouldn’t leave financial ruin in its wake. If you’re interested in financial advice and are looking for a way to get started, then today’s episode is for you!
Key Points From This Episode:
“When we think about financial planning, we want to look at stuff comprehensively. So we're both certified financial planners, my wife and I, which means we don't think of financial planning as a cookie-cutter process. We also don't think of it just as investment management.” — Lance Elrod [0:18:02]
“We chose to kind of marry the assets under management and the flat fee. So that our clients know they are getting financial planning first and foremost.” — Lance Elrod [0:23:54]
Links Mentioned in Today’s Episode:
Next Step Financial Transitions
Next Step Financial Transitions on Facebook
Next Step Financial Transitions on Instagram
Next Step Financial Transitions on YouTube
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