Choosing a Financial Planner

A 60-Minute Online Class

How To Find a Good CFP & Avoid Fees by "Swimming Upstream

About This Class

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
Meet Your Trainer

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.

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About WealthFit

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.

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Reviews

Trusted by 30,000+ Members

Very Knowledgeable Trainers

This is knowledge you simply can't find collectively anywhere else. The trainers are very knowledgeable industry experts.

Kyle Pope
Kyle PopeWealthFit Member • Racine, Wisconsin

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.

Tinderly Johnson
Tinderly JohnsonWealthFit Member • Huntsville, Alabama

Engaging & Straightforward

WealthFit has a plethora of information on wealth generation and they make it engaging and straightforward.

Trina McKee
Trina McKeeWealthFit Member • Parkland, Florida

Better Than University

I learned more from one class than all the years I spent studying finance at university.

Patrica Scott
Patrica ScottWealthFit Member • Downingtown, Pennsylvania

One Class Changed My Life!

Great financial education, I learned so much. One class changed my life!

Gloria Boothe
Gloria BootheWealthFit Member • West Jordan, Utah

Take Every Class You Can

In depth information, given in a way that isn't overkill or boring. Take every class you can!

Janet English
Janet EnglishWealthFit Member • Pittsboro, North Carolina
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Choosing a Financial Planner

How To Find a Good CFP & Avoid Fees by "Swimming Upstream
Mark Willis
Mark WillisFounder of Lake Growth Financial Services

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DISCLOSURE Any income or earnings depicted are not to be interpreted as common, typical, or expected. We make no guarantees as to your income or earnings of any kind. Your success is not guaranteed and will based on your effort, determination, education, and market conditions.