You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Charging Clients for Exactly What They Want

October 01, 2019

In this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.