Retirement Elevated Podcast with Sean Lee

The Financial Planning Process

February 17, 2022

What can you expect when going through the planning process when working with a financial advisor? Sean explains the process at Elevated Retirement Group and how it helps his clients reach their financial goals.


What we discuss: 

0:30 - How do we feel about this year’s Super Bowl?

1:33 - What signs show an advisor is overly focused on selling?

2:35 - What information are they gathering about you?

2:54 - Are they pointing out the good and the bad?

3:41 - What’s the process at Retirement Elevated?

5:40 - What improvements have Sean made in the planning process?

6:58 - What advice would Sean give his former self?

8:42 - Is there something unique about the experience working with Retirement Elevated?


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