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 Managing Partner of Spaugh Dameron Tenny, where he helps high-net-worth individuals and families navigate complex financial decisions with clarity, structure, and confidence. Since joining the firm in 2000, Shane has worked with clients through major financial transitions, including career changes, liquidity events, retirement, and multigenerational planning. His approach combines comprehensive financial planning with a focus on behavioral finance, including advanced studies in Behavioral Economics through the University of Chicago Booth School of Business. Shane is the author of Your Next Million, former host of the Prosperous Doc® Podcast, and a nationally recognized financial advisor, speaker, and educator.