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Financial Advisor

DH and I live within our means but we want to save up for another house and pay off my student loans which are insane. I'm starting to think we need to go see a financial advisor to help make sure we are making the best choices we can with our money.

 

Has anyone ever gone to one? Are they expensive? do you have a recommendation for someone that you've liked? thanks!!! 

 

imageimage

Our little hippo was as impatient as mom!

Lilypie Premature Baby tickers


Hoping for a full 40 weeks!! 

Lilypie Pregnancy tickers



Re: Financial Advisor

  • I suggest that you look at meeting with a "fee only financial advisor."  You pay them for their time, and they don't get commissions and/or percentages of your growth [or loss] of an investment. 

    http://napfa.org

    Here's a link to a great checklist when interviewing an advisor: http://www.addishill.com/documents/Checklistfinal5-2-08.pdf

  • Also, if/when you do get a referral, make sure you check their name against FINRA's Broker Check: http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/
  • thanks! I'm so embarrassed about how clueless I am with this stuff.  I make good choices (I think) but I'm sure they could be better!
    imageimage

    Our little hippo was as impatient as mom!

    Lilypie Premature Baby tickers


    Hoping for a full 40 weeks!! 

    Lilypie Pregnancy tickers



  • We have one, and he is great!  I would be happy to share his information with you, if interested.  My husband used him prior to us getting married, and he has worked magic with our money.  My husband's family also uses him, and no complaints from anyone.
  • imagecutiepie75:
    We have one, and he is great!  I would be happy to share his information with you, if interested.  My husband used him prior to us getting married, and he has worked magic with our money.  My husband's family also uses him, and no complaints from anyone.

     

    that would be great! can you PM me? was he really expensive? i called one place and the price they quoted me was a heck of a lot more than I expected! 

     

    imageimage

    Our little hippo was as impatient as mom!

    Lilypie Premature Baby tickers


    Hoping for a full 40 weeks!! 

    Lilypie Pregnancy tickers



  • Sure, if I can figure out how to PM you :)  I am not sure on cost to be honest, but can ask tonight if you want me to.

  • that would be great!

    at the bottom of my post it says contact+ click on that and it says send private message... thank you!!!! 

    imageimage

    Our little hippo was as impatient as mom!

    Lilypie Premature Baby tickers


    Hoping for a full 40 weeks!! 

    Lilypie Pregnancy tickers



  • Thanks, I sent it!  Excuse the copy and paste.  I saw that it pasted a few extra times.  Good luck!
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