In this episode of THE FINANCIAL COMMUTE, Client Relationship Specialist Kristin Dillon and host Chris Galeski discuss how partnership and accountability are often the missing links in financial success. Our goal with our flat-fee financial planning offering, Modearn®, is to make quality coaching more accessible for Gen Xers and Millennials throughout their wealth-building journey. Tune in if you’re interested in… • Learning how Modearn® makes financial planning more approachable • Unde...
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In this episode of THE FINANCIAL COMMUTE, Client Relationship Specialist Kristin Dillon and host Chris Galeski discuss how partnership and accountability are often the missing links in financial success. Our goal with our flat-fee financial planning offering, Modearn®, is to make quality coaching more accessible for Gen Xers and Millennials throughout their wealth-building journey. Tune in if you’re interested in… • Learning how Modearn® makes financial planning more approachable • Unde...
How many people actually understand how their financial advisor gets paid? In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Kevin Rex are here to break it down. Tune in if you're interested in… Understanding the different ways financial advisors charge for their servicesLearning how to spot hidden costs and potential conflicts of interestHearing the history behind Morton Wealth’s fee-only philosophy and how it’s evolvedExploring when a flat fee might make more s...
THE FINANCIAL COMMUTE
In this episode of THE FINANCIAL COMMUTE, Client Relationship Specialist Kristin Dillon and host Chris Galeski discuss how partnership and accountability are often the missing links in financial success. Our goal with our flat-fee financial planning offering, Modearn®, is to make quality coaching more accessible for Gen Xers and Millennials throughout their wealth-building journey. Tune in if you’re interested in… • Learning how Modearn® makes financial planning more approachable • Unde...
