Cincinnati Nesties
Dear Community,
Our tech team has launched updates to The Nest today. As a result of these updates, members of the Nest Community will need to change their password in order to continue participating in the community. In addition, The Nest community member's avatars will be replaced with generic default avatars. If you wish to revert to your original avatar, you will need to re-upload it via The Nest.
If you have questions about this, please email help@theknot.com.
Thank you.
Note: This only affects The Nest's community members and will not affect members on The Bump or The Knot.
Can you recommend a financial planner?
Can someone recommend a financial planner in the Cincinnati area?
Re: Can you recommend a financial planner?
It kind of depends on what you're looking for. DH and I use a financial planner and she is awesome! She does a really deep dive into your spending, goals, etc. and then tells you what you should be doing with your money. She is through Ameriprise and we like her because she's not out there to sell a specific product. We pay her a retainer (which is a lot) but then we can call her about ANYTHING.
I get compensated on a base plus commission situation, so we'll call her when I get a big comission check to figure out what to do with it. She helped map out our true savings goals to meet our five year plan. (It was shocking how much we needed to save!) All in all she's awesome. Expensive. But worth every penny.
You can either use her, or find an Ameriprise agent close to you (ameripriseadvisors.com) - but look for someone who is a CFP (Certified Financial Planner). They have to go through a lot to get that, and it shows.
Contact Info: Sonya Saskin 513-878-2480 HTH!!