Making Money Fun

Walking In To Our Office

Episode Notes

Walking in to a financial adviser's office can be scary.  In our first episode, Heritage Financial's Shanna Tingom, AAMS, CFDA, takes you through the process.

It's important  to have an open, honest relationship with your financial adviser. There's no need to be embarrassed over past mistakes, or even what your parents taught (or didn't teach) you.  Shanna explains the financial models she has, and is transparent about how she's compensated.

For more information. to book an appointment with Shanna, or to check out many of Heritage Financial's resources, click here.