Navigating your finances can be difficult especially if you grew up in a household where maybe talking about money was taboo.  Maybe in your culture it was customary for the men in the family to handle the finances or vice versa. Irregardless, it is important that we understand the services that are available to us that can help us reach our financial goals. In this episode, I invited Andee Sloot a financial advisor who shares helpful tips and resources all about financial advising and how to choose the right financial advisor. 

Andee Sloot graduated from Texas A&M University and spent several years in the insurance industry before pursuing a career as a full time Financial Advisor. Her background in insurance laid the foundation to understanding her client’s comprehensive financial well-being. 

Andee specializes in meeting the financial needs of women and their businesses. — She is experienced in helping women and their families in all stages of life plan for their financial futures. No matter what your goals are, you want to make sure all your efforts pay off…today and tomorrow, so you have the flexibility to do what matters most to you. She can help by working with you to build a financial plan tailored to your life. Andee asks purposeful questions and listens closely to your answers to understand you and your priorities to provide you with proactive, goal-oriented advice. Andee is passionate about helping her clients live the full and rich life they have worked towards and is committed to helping them be brilliant.

In this episode we cover:

• How Andee began her career in financial advising.
• How to know the difference between financial advisors in an unregulated industry.
• The difference between a financial advisor or planner.
• Why you should start financial planning early, in their 20’s and 30’s.
• What a financial advisor and plan will get you for your investment.
• Why do women need to get more involved in their family finances.
• How to go about finding a financial advisor. You can ask a friend or interview around. Initial consultations are always free! If it is 
• Understanding license and how to talk to advisors about what credentials they have.
• Asking your potential advisor how they get paid.
• When given financial advice, knowing the difference between the fiduciary rule and the suitability standard.
• Why Andee enjoys working with young couples and female entrepreneurs.
• The general process of an initial consultation with a financial advisor and taking the relationship further.

Guest Contact:

• Interested in Financial Advising:  Contact Andee Sloot Here.
• Andee provides a free consultant to make sure she is the right fit for you.

Resources mentioned in this episode. As always, please research, read, and listen at your own discretion.

• Ameriprise Financial
  • Get financial planning advice and retirement investment advice that fits your circustamance.