Who do I ask for help? I want to talk to someone, but financial advisers seem to focus on what do with with your cash.
I want to talk to someone about my general...
BogleHead69 replied:
Some investment firms have financial advisers and CPAs under the same roof. You could try to find one of those for guidance. You may be able to find a financial adviser who can answer a lot of these questions on their own though. They deal with a lot of random questions from people as they prepare for retirement and can be very knowledgeable.
dequeued replied:
I'd suggest finding a CFP or maybe a CPA with the Personal Finance Specialist (PFS) credential. If you search through https://www.xyplanningnetwork.com/ for example, you'll be able to read advisor biographies and their areas of focus. I think that's your best bet to find someone that fits your needs.
Adventurous-Banana10 replied:
What about financial coaches? They are more holistic in their approach versus advisors who are more focused on how to invest your cash. Recently met a few "coaches" who help you with your general pictures. Definitely check them out.