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In response to "Retirement preparation: spending the afternoon making sure my records align with my document that explains my record system. -- nm" by mara

speaking of retirement, I want to have a one-time consultation with a money person (not local). has anyone ever done this?

Posted by amanda jeans (aka amanda) Nov 11 '21, 12:36

I heard long ago of an online service that does this (via phone?) but lost the name.

note that I can't go local because all of our local for-fee money people require much more in assets than I have.

Responses:

I should probably do that one of these days. - znufrii Nov 11, 13:08 8
- I have mine. and I'm doing fine, right? but I'm sort of at a "what next?" crossroad and just want to weigh my options with an adult. -- nm - amanda jeans Nov 11, 13:13 7
  - Yup. - znufrii Nov 11, 13:17 6
    - Same offer to you if you want it. -- nm - spamlet Nov 11, 13:18 5
      - I hope you get referral bonus! -- nm - amanda jeans Nov 11, 13:26 1
        
        Heh. I should have mentioned I'm not being compensated :) - spamlet Nov 11, 13:30
      - shoot it to me too please - Pippy Nov 11, 13:21 2
        
        YGM -- nm - spamlet Nov 11, 13:23 1
        
        gracias -- nm - Pippy Nov 11, 13:24
That sucks about the assets. I had two free consults, one with my credit union, one with a firm my library has an arrangement with. -- nm - mara Nov 11, 12:49
I can give you the contact for our guys. They do meetings over zoom with us and will do just a consult (that's what we started with). - spamlet Nov 11, 12:41 3
- can you send? do they care that I am poor? -- nm - amanda jeans Nov 11, 12:59 2
  - YGM -- nm - spamlet Nov 11, 13:17 1
    - I emailed already. thanks! -- nm - amanda jeans Nov 11, 13:40
You can go to this link and search for a CFP (certified financial planner) -- (edited) - decline Nov 11, 12:39 1
- You want to specifically search for fee-only planners on that list. -- nm - spamlet Nov 11, 12:41

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speaking of retirement, I want to have a one-time consultation with a money person (not local). has anyone ever done this?

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