This week we’re gonna be talking to Tina Hoang, who is a financial advisor in Dallas Texas. Her team services clients nationally providing comprehensive financial planning services. She takes the time to listen to her clients vision, which is what I love about her approach. She’s more educational but also collaborative in her planning technique so that your goals can be achievable. What’s so important about what Tina does is that she’s also busting the mold that financial planners and financial advisors sit above the rest and just tell you what to do with your money, like they are some type of oracle who just tells you what to do, and you obey. That’s not what she’s about and that’s not what we’re about here. What's so important is that you’re engaged with your financial planner and all of your financial avengers to make sure that you’re getting the optimal results that you want for your goals. And nobody knows your goals better than you, so we’re gonna dive into what exactly you should be doing to set yourself up for long-term success. But also where you can utilize the help of a professional, even if you feel like you’re not quite there yet. I’m excited for you to hear this interview with Tina.
>>> Connect with Tina on IG @whatwouldtinahoangdo
>>> Find Tina at: http://tinathoang.nm.com/
>>> Text me!: https://my.community.com/shannonweinsteincpa
>>> Fitnancial Solutions Accounting Suite: https://www.fitnancialsolutions.com/accounting
>>> Find me on IG @shannonweinstein: https://www.instagram.com/shannonkweinstein
>>> Catch me in-person on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
>>> Featured in Yahoo Finance! Read more here: https://finance.yahoo.com/news/10-bookkeepers-accountants-watch-2021-113800161.html
>>> Chat About This Episode in the Keep What You Earn Community - https://www.facebook.com/groups/fitnancial
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.