This week Sandra chats with Warren Shute, CFP, Certified Financial Planner, and owner-director at Lexington Wealth.
Warren feels the majority of consumers need advice but either don’t feel wealthy enough or don’t really understand what financial planning is all about. Three years ago, he started The Money Plan in an effort to provide direct-to-consumer advice for the mass market.
Now Warren has launched a book, has made TV appearances, has a national newspaper column and is on radio – his objective? to raise awareness of financial planning!
Watch the full interview below…