S2E5 : Collaboration and Trust in the Financial Planning Process with Cassandra Stahl
- Author
- Dawn Scott
- Published
- Tue 16 Jul 2024
- Episode Link
- https://www.theempoweredcpa.com/podcasts/the-empowered-cpa-3/episodes/2148748889
In this episode I am joined by Cassandra Stahl, a financial planner who approaches her work in a non-traditional way. We discuss the importance of understanding clients' goals and values, the need for collaboration and trust in the financial planning process, and the shift towards a more client-centered approach in the industry. Cassandra emphasizes the importance of finding a financial advisor who aligns with your values and communicates in a way that is easy to understand. She also highlights the significance of personal growth and self-reflection in her own life and encourages listeners to ask uncomfortable questions when seeking financial advice.
Find out more about Cassandra Stahl here:
@theempoweredcpa
