Dallas-Fort Worth 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.

Financial Planner

Any recommendations for a good financial planner?

Re: Financial Planner

  • Are you wanting to see a financial planner to achieve certain goals or do you just want someone to help you with your portfolio?   I am a financial planner and I know a ton of financial planners across the DFW area.  I don't mind helping you try to find a financial planner that will help you with your specific needs and wealth level.  I just need to know a little more about what you are looking for in a financial planner.

  • We would like a financial planner to achieve certain goals.
  • I sent you a PM, basically just listing out the differences between the types of planners, etc.  I really hope that helps.  :)
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