How To Find a Good CFP & Avoid Fees by "Swimming Upstream"
My guest is Mark Willis. He is a cool Certified Financial Planner, a number one bestselling author and the Owner of Lake Growth Financial Services.
We're going to talk about creating your own personal economy. We’ll also discuss how do you take yourself upstream financially and what does that mean? In addition, we talk about what's wrong with traditional financial planning and the two most important questions, these are million-dollar questions that you need to ask your advisor, your expert when consulting them for advice. These two questions alone are worth the price of admission for this conversation.
60 min
of Expert Training
30,000+
Students Enrolled
900+
Positive Reviews
Mark Willis
Founder of Lake Growth Financial Services
Mark Willis is a Certified Financial Planner™, a #1 Best Selling Author and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with sophisticated, tax- efficient financial solutions. As co-host of the Not Your Average Financial PodcastTM, he shares his strategies for investing in real estate, saving and paying for college without going broke, and creating an income in retirement you can’t outlive.
We're an online learning company offering hundreds of classes on personal finance, investing, & entrepreneurship.
Our mission is to make financial education simple, fun, & accessible to everyone.
We've been featured in:
Trusted by 30,000+ Members
4.9
4.9
Very Knowledgeable Trainers
This is knowledge you simply can't find collectively anywhere else. The trainers are very knowledgeable industry experts.
Answered All My Questions
The class answered ALL of my questions. I learned A LOT about how to make money work for me, rather than vice versa.
Engaging & Straightforward
WealthFit has a plethora of information on wealth generation and they make it engaging and straightforward.
Better Than University
I learned more from one class than all the years I spent studying finance at university.
One Class Changed My Life!
Great financial education, I learned so much. One class changed my life!
Take Every Class You Can
In depth information, given in a way that isn't overkill or boring. Take every class you can!