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Kaitlyn Laney, Financial Advisor with Trek Wealth Solutions, Interviewed on the Influential Entrepreneurs Podcast

Kaitlyn Laney discusses the best questions to ask when looking to hire a financial advisor. 

Listen to the interview on the Business Innovators Radio Network:

When it comes to managing finances, it’s important to have the right guidance and support. This is where a financial advisor can play a crucial role in helping to make informed decisions for the future. But with so many advisors out there, how do people know who’s the best fit for them? Asking the right questions is key.

Firstly, it’s important to understand the qualifications and experience of a financial advisor. This will give an idea of their expertise in various areas such as retirement planning, investment strategies, tax planning, and more. Don’t be afraid to ask about their educational background and any relevant certifications or licenses they hold.

Next, it’s important to find out how the financial advisor is compensated. Is it through fees, commissions, or a combination of both? This will give an idea of any potential conflicts of interest and ensure that the advisor’s recommendations are aligned with people’s best interests.

Another important factor to consider is their approach to financial planning. Some advisors may have a more conservative or aggressive strategy, while others may focus on specific investment products. It’s important to find an advisor who aligns with people’s risk tolerance and overall financial goals.

It’s also a good idea to inquire about the types of clients the advisor typically works with. Do they primarily work with individuals or businesses? Do they have experience in your specific financial situation? This will give an understanding of whether the advisor has dealt with similar cases and if they have the necessary expertise to handle unique needs.

In addition to their qualifications and approach, it’s also crucial to understand the level of communication and availability the advisor offers. Will people have regular meetings or updates? How quickly can they expect a response when they have questions or concerns? This will ensure that their relationship with the advisor is built on open communication and trust.

Lastly, it is important to ask about their fees and any potential additional costs. It’s imperative to have a clear understanding of how much people will be paying for their services and if any hidden fees may arise.

Kaitlyn shared: “The journey toward financial stability and success is a continuous one, and having a reliable advisor by your side can make all the difference. Don’t be afraid to reassess your needs and ask these questions periodically to ensure that you are still receiving the best guidance for your evolving financial goals. With the right knowledge and proactive approach, you can confidently navigate through any financial challenges and achieve your financial dreams. So, don’t hesitate to invest in a good advisor.”


About Kaitlyn Laney

Kaitlyn Laney is a highly accomplished and dedicated Certified Financial Planner who has committed her life to guiding individuals and families through the intricate landscape of finance. With more than a decade of experience and a remarkable track record, she has positively impacted the lives of the families she serves by incorporating a holistic approach to wealth management.

Born and raised in the vibrant Bay Area, California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. Growing up as the eldest of three daughters in a single-parent household, she witnessed firsthand her mother’s remarkable efforts to provide for the family while juggling two jobs. These formative experiences instilled in Kaitlyn a deep appreciation for the value of hard work, resourcefulness, and financial responsibility.

Kaitlyn pursued her academic ambitions at the prestigious W.P Carey School of Business at Arizona State University, where she excelled both in the classroom and in Athletics.  During her time at ASU Kaitlyn acted as the starting goalie for the ASU D1 water polo team while also making it on the Dean’s list. After graduating with a degree in Finance, she embarked on a successful career, honing her expertise at reputable institutions such as Vanguard and Fidelity. In 2017, Kaitlyn achieved the distinguished title of Certified Financial Planner, a testament to her dedication to maintaining the highest ethical and fiduciary standards.

Passionate about delivering tailored financial planning strategies, Kaitlyn specializes in implementing sophisticated asset allocation techniques that align with her client’s unique circumstances and financial goals. By understanding their risk tolerance, time horizons, and investment objectives, she constructs well-diversified portfolios that optimize returns while minimizing risks.  Moreover, Kaitlyn’s expertise extends to asset location, a crucial aspect of wealth management often overlooked by many. By strategically placing assets in taxable and tax-advantaged accounts, she maximizes tax efficiency, reducing the overall tax burden for her clients while enhancing long-term wealth accumulation. Her in-depth knowledge of tax-efficient investment approaches ensures that clients can keep more of their hard-earned money and achieve their financial aspirations more efficiently.

Outside of her professional endeavors, Kaitlyn loves her role as a devoted wife and mother. For the past six years, she has shared a strong partnership with her loving husband, Max, and together they cherish the joy of raising their six-month-old son, Landon. Kaitlyn and her family also prioritize giving back to their church community and actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.

By skillfully balancing the demands of a thriving career with the joys of motherhood, Kaitlyn serves as an inspiration for those seeking harmony between personal and professional aspirations. Her unwavering dedication, coupled with her compassionate approach, ensures that she makes a lasting difference in the lives of her clients while also nurturing the bonds that matter most to her.

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