Understand Your Finances and Circumstances with Luis Rosa [Step 1 of Financial Planning]

Minority Money

Hello and welcome back to the Minority Money Podcast, as promised from last week's episode, we are now starting our financial planning series and have also brought in some special guests to give you a better understanding on how each of these steps work.

For this week’s episode, I have invited Luis Rosa, my partner in the BLX program and a certified financial planner. We’ll be discussing how to deal with your finances based on your circumstance and many more so make sure not to miss out on this first part of the series!!

Highlights

>> Luis’s process when it comes to dealing with clients

>> How Luis deals with the family circumstance of the client

>> What Luis does with the new information his clients haven't seen

>> Luis’s final words of advice

Connect with Luis

>> Website (https://bit.ly/2Z9oT51)

>> Twitter (https://bit.ly/393GHQs)

>> Instagram (https://bit.ly/2VEpH00)

>> LinkedIn (https://bit.ly/2XbPUn9)

If you loved this episode, you have to listen to these episodes as well:

>> The Steps of Financial Planning (https://apple.co/3tznteZ)

>> Growth Mindset: The Only Mindset You’ll Need for Success! with Patricia Villegas (https://apple.co/3tBmgUa)

>> Taking Your Investing to the Next Level through Impact Investing with Jennifer Kenning (https://apple.co/3tA1Wmh)

I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv) , Spotify (https://spoti.fi/3jParH0) , Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS (https://bit.ly/3l18yWQ) with a friend.

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Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF)

Want to chat with a fee-only financial planner? Shoot me an email at [e-mail] Can't wait to meet you.