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During this practical conversation, Kaki Perdue, the founder of Look Both Ways Financial, an advice-only financial planning company, shares how she provides advice-only financial planning. When it comes to investing, Kaki advocates for maintaining simplicity in portfolios. By creating and understanding a straightforward investment strategy, clients can gain confidence and control over their financial decisions without unnecessary complexity.
Kaki, a certified financial planner and certified public accountant, shares insights on advice-only financial planning, the importance of being a fiduciary, and the power of simplifying your financial portfolio. Kaki emphasizes the importance of working with a financial advisor who operates under a fiduciary duty, meaning they are legally obligated to put your best interests ahead of their own. This elevated standard ensures trustworthy and impartial financial guidance.
Kaki's advice for individuals navigating financial decisions is always to trust their intuition. If something doesn't feel right or understandable, pause, research, and seek multiple opinions before proceeding. Trusting your instincts can safeguard against potentially risky or unfamiliar financial moves.
Kaki's wisdom and practical advice provide a roadmap for finding financial empowerment, making this episode a must-listen for anyone seeking clarity and confidence in their financial journey.
Please Note: Look Both Ways Financial is not a CPA firm.
About the Guest:
Kaki Perdue is an advice-only financial planner. She worked for a CPA firm for 10+ years where she also led the mentoring program. Kaki then spent 6 years as a Chief Financial Officer. Kaki launched Look Both Ways Financial in 2023 as an advice-only financial planning firm. Her practice is focused on teaching and she wants her clients to feel Safe, Strong and Secure with their own money. Kaki is a Certified Financial Planner and a Certified Public Accountant.
Please Note: Look Both Ways Financial is not a CPA firm.
To connect with Kaki:
Website: www.lookbothwaysfinancial.com
LinkedIn: https://www.linkedin.com/in/kakip/
About the Host:
Mardi Winder-Adams is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC.
To find out more about divorce coaching: www.divorcecoach4women.com
Facebook - https://www.facebook.com/Divorcecoach4women
LinkedIn: https://www.linkedin.com/in/mardiwinderadams/
Instagram: https://www.instagram.com/divorcecoach4women/
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