Take Control of Your Financial Future—with Chris Jenkins - Ep59
But no matter what stage you’re in now, a financial planner can help you make good decisions and make the most of the opportunities you have.
So, what’s it like to work with a financial planner? How can they help you take control of your future and create a plan based on what’s important to you?
Chris Jenkins spent 20 years as a successful engineer in the oil and gas industry before transitioning to finance in April of 2021. He brings his interest in helping people achieve their potential to his current role as a financial planner and investment advisor with MassMutual.
On this episode of Career Confessions, Chris joins me to explain how our financial decisions grow in complexity through each family stage and why it’s crucial to be financially prepared for life’s uncertainties.
Chris discusses the difference between a CPA and a financial planner, describing how he helps people set financial goals based on what’s important to them.
Listen in for insight on the cost of investing in a CFP and learn the benefits of outsourcing your financial plan to an expert like Chris!
Key Takeaways
What inspired Chris’ transition from oil and gas to the finance industry
Chris’ interest in helping other people achieve their potential
What’s involved in Chris’ role as a financial planner and investment advisor
How our financial decisions grow in complexity through each family stage
Why it’s crucial to be financially prepared for life’s uncertainties
How a financial planner can help you save on taxes to keep more of what you earn
What differentiates a CPA from a financial planner
How the best financial planners build trust and ask good questions
How the cost of a CFP depends on complexity of your financial situation
The benefit of outsourcing your financial planning to experts like Chris
Connect with Chris
Chris on LinkedIn
Email: chrisjenkins@financialguide.com
Connect with Andrea
Andrea Martin Consulting
Andrea on Instagram
Andrea on YouTube
Andrea on LinkedIn
Resources
Society of Petroleum Engineers
The Family Stages of Financial Planning
Learn More About Success Blueprint Group Coaching
Download Andrea’s Free LinkedIn eBook
Review Career Confessions on Apple Podcasts
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