112. The Difference Between a CPA and a Financial Planner

I’m Amanda Hanquist, the Fit Financial, have you ever thought..hmm... I feel like my CPA should’ve told me this, or saved me more money on my taxes, or what is my Financial Advisor or planner even doing for me other than my investments? Well today on the show we are breaking down the difference between your CPA and your financial planner and when you may want to consider hiring the two. This is the fit financial podcast.

What is the primary focus of each professional? 

How does a financial planner work with or collaborate with your CPA? 

What should your financial planner know about taxes? 

What should your CPA know about tax strategy and when to bring it up to you? 

What are the different types of CPA’s and Financial Advisors (EP. 110)? (Credentials and qualifications?) 

How do their fee structures compare? 

When should you hire a CPA vs an FA? Or when should you work with both? 

If you've ever asked these questions, give this episode a listen!

Thank you for choosing to listen to The Fit Financial. If you liked this episode, please be sure to subscribe and leave a review. Find me on Instagram at the fit financial or if you’d like to know how you can work with us directly, Visit us at fitwealthadvisors.com 

IG: Amanda @thefitfinancial_ 

IG: Shawn @shawnhanquist  

The fit financial is brought to you by Fit wealth advisors. Fit Wealth Advisors is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation.