I am looking for an experience and collaborative CFP - Certified Financial Planner
Budget: $50 – $0 USD
I want to hire an hourly CFP to walk through my retirement planning, tax strategies, investment planning and insurance planning on an hourly basis. The first several sessions would be to review and evaluate my personal financial statement, current strategy, status, allocations and determine any redistribution required, looking through my Personal Capital Account together. Moving forward, widening our look at tax/estate planning and also determining retirement strategies and actions on a quarterly basis.
Prefer someone with an established client list, who is collaborative and willing to engage via Teams calls directly
Additionally, I am an expatriate with family living abroad, so have a unique situation.
Prefer someone with an established client list, who is collaborative and willing to engage via Teams calls directly
Additionally, I am an expatriate with family living abroad, so have a unique situation.