Charging Clients for Exactly What They Want - a podcast by Financial Planning Association

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.

Further episodes of You're a Financial Planner, Now What?

Further podcasts by Financial Planning Association

Website of Financial Planning Association