North Florida Nesties
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Financial Planners

This may be a stupid question but how do I go about finding a financial planner? Do they charge a flat fee or hourly. I would really like to have someone look over our finances and get a better budget that both DH & I can follow.

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Re: Financial Planners

  • Are you with VyStar? DH and I have one there that I absolutely love. I think even if you're not with VyStar, you can meet with them, but I could be wrong about that. It's free. Let me know if you want me to send you his info.
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  • I'd call customer service at your bank. Vystar has one that you can meet with for no charge. He just gave us some general advice about investments and paying off our debts and what to pay first (I basically wanted someone to tell DH the same thing I'd been saying. lol). Idk how much they do before they charge you for it, and it probably differs bank to bank.. but they could probably point you in the right direction at very least.
    "You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you." - Dale Carnegie
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