Startup costs for your own RIA are one of the most frequent questions we’ve gotten from listeners so in this episode we tackle that important question. Funding your startup doesn’t have to be that intimidating so long as you have a good plan to address it. In this episode, listen on as Daniel and Forrest share their valuable lessons learned, their recommendations of considerations to think through, and ways to think about this for your financial planning career!
Journey from FIRE to Financial Planning Focused on Real Estate with Dan Huffman
I’m excited to welcome Dan Huffman on the podcast today. He is the founder of Cornerstone Financial Planning, a fee-only RIA based in CO. His