Kristen Mirandi of WBTV's QC Life interviewed Shane Tenny, CFP® of Spaugh Dameron Tenny, about four things to know before consulting with a financial planner. Shane shared that 92% of survey respondents (of the Northwestern Mutual Planning and Progress Study) said that nothing makes them happier or more confident than having their financial house in order. Then, they discussed two things that you should do and two things you should not do before meeting with a financial planner.
Check out the video on WBTV here > WBTV - QC Life: I wish I knew: Do's and Don'ts of Financial Planning
Shane Tenny, CFP®, is the Managing Partner of Spaugh Dameron Tenny and a nationally recognized financial advisor. Since 2000, he has combined extensive financial knowledge with a passion for behavioral finance—helping clients make informed decisions based on both data and mindset. Shane often contributes to industry publications, appears as a guest on podcasts, and has been a leader in the financial planning field for years. He is known for making complex topics clear and practical for busy, high-income professionals seeking personalized advice they can trust.