Month: February 2022

67. Simplifying Financial Planning

67. Simplifying Financial Planning

Everyone has heard the term financial planning over and over again. But do you truly understand financial planning as a whole? 

In this episode, Royal Standley shares what financial advising truly is, diving into what to look for as a client and the steps a financial advisor takes to create a financial plan. He reveals some of the fears and worries of clients, how financial advisors create a personalized financial plan, and identifies the next steps after a plan is put in place.

Royal discusses:

  • How to determine if a financial advisor will focus on you
  • Existing worries and fears of clients
  • How financial advisors reduce risk when faced with uncertainty
  • The steps after creating the financial plan
  • And more

Connect with Royal Standley:

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.