Tanya Nichols's guest appearances

Tanya Nichols

Valley Public Radio

Financial Advisor Success

The Agile Financial Planner

Sole Source

The Time of Our Life

Jeff Rose

Michael Kitces

Andy Schwartz

Anna Sergunina

David Ortiz

Peter Lazaroff

Shirl Penney

Douglas Boneparth

Sheryl Garrett

Josh Brown

Dan Egan

Ric Edelman

Carol Anderson

Mary Beth Storjohann

Tim Delaney

OwlTail

“Women make financial decisions for the benefit of others at the expense of ourselves.” Oof… That hits hard. While we’ve made great strides, many women still have internalized feelings about needing to care for others first. Now, that alone isn’t a bad thing. But an important piece that cannot be neglected is having awareness of how caring for others is affecting your own finances. It is risky to leave yourself in the dark and have someone else control your finances. Divorce happens. Death happens. And having an awareness of how much money you have in various assets, how much money you’re bringing in, and how much money you’re spending is not easily outsourceable like hiring someone to mow your lawn or paint your house.Tanya Nichols, CFP® is the Founder and President of Align Financial, and she is helping people, especially women, create a healthy relationship with their finances and take ownership of their financial future. Connect with the Sole Source team Website I Facebook I Twitter I Instagram

“Women make financial decisions for the benefit of others at the expense of ourselves.” Oof… That hits hard. While we’ve made great strides, many women still have internalized feelings about needing to care for others first. Now, that alone isn’t a bad thing. But an important piece that cannot be neglected is having awareness of how caring for others is affecting your own finances. It is risky to leave yourself in the dark and have someone else control your finances. Divorce happens. Death happens. And having an awareness of how much money you have in various assets, how much money you’re bringing in, and how much money you’re spending is not easily outsourceable like hiring someone to mow your lawn or paint your house.Tanya Nichols, CFP® is the Founder and President of <a href="https://www.align.financial/" rel="nofollow" target="_blank">Align Financial</a>, and she is helping people, especially women, create a healthy relationship with their finances and take ownership of their financial future. Connect with the Sole Source team <a href="https://redshoesinc.com/sole-source-podcast/" rel="nofollow" target="_blank">Website</a> I <a href="https://www.facebook.com/groups/231764558202271" rel="nofollow" target="_blank">Facebook</a> I <a href="https://twitter.com/RaquelLamal" rel="nofollow" target="_blank">Twitter</a> I <a href="https://www.instagram.com/rlamal/?hl=en" rel="nofollow" target="_blank">Instagram</a>

61: Don’t put your head in the sand. Owning your financial future with Tanya Nichols

Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.

Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.

Why Do Clients Hire Us with Tanya Nichols

Tanya Nichols is the founder of Align Financial, a hybrid advisory firm that oversees nearly $50 million of assets for 80 client households. After nearly 20 years of working in a larger firm environment, Tanya finally found the courage to start her own advisory firm and took the leap to create the business she wanted.  In this episode, she shares her journey through the advisor industry, focusing on the moment of realization that led her to not only leave her firm, but leave her husband as well. Listen in as she explains how a sense of community has helped her along the way, how she plans to double her revenue, and what she says was the biggest surprise of her advisory career. For show notes and more visit: https://www.kitces.com/150 

Tanya Nichols is the founder of Align Financial, a hybrid advisory firm that oversees nearly $50 million of assets for 80 client households. After nearly 20 years of working in a larger firm environment, Tanya finally found the courage to start her own advisory firm and took the leap to create the business she wanted. In this episode, she shares her journey through the advisor industry, focusing on the moment of realization that led her to not only leave her firm, but leave her husband as well. Listen in as she explains how a sense of community has helped her along the way, how she plans to double her revenue, and what she says was the biggest surprise of her advisory career. For show notes and more visit: <a href="https://www.kitces.com/150" rel="nofollow" target="_blank">https://www.kitces.com/150</a>

Ep 150: Getting Unstuck And Re-Aligning Fees To Build The Solo Advisory Firm You Want with Tanya Nichols