Staying in the Black

Preparing to meet with a Certified Financial Planner

Ms. Black

In the episode Ms. Black discusses why you may want to meet with a Certified Financial Planner (CFP) and  how prepare to  meet with a CFP.

Questions to Ask a Certified Financial Planner 
Certified Financial Planner Documents Checklist
Certified Financial  Planner Search:  https://www.plannersearch.org/

Ms. Black, the host of Staying in the Black, is a single mom, homeowner, and public-school educator in NYC. She owns two properties and is one mortgage away from being totally debt-free. She loves traveling the world with her family and has over $500,000 in her retirement accounts beyond her pension.

Learn more about Ms. Black:

Website: http://www.stayingintheblk.com

Instagram:@stayingintheblk