Originally Posted by
BlastRadius
Cool, we've been looking for planner. Do you work with individual families?
Actually, that's kind of my target market, and is what I'm set up to help with. I'd suggest giving a quick read of my website, because I do work (and charge) differently than most financial services folks - I don't sell any products other than the financial plan itself. I can and do help find the most cost effective alternatives for anything you might need. Since I don't need to sell products, there are no minimums and I don't take assets under management, either. My model works for some people, not for others.
If you decide to set up a Get Acquainted meeting to find out more, drop me an e-mail through the Contact Us page on my website and we can get it set up.
JB
PS - there are other folks doing the same or similar things throughout California - if you decide geographically it doesn't work, check out
www.GarrettPlanningNetwork.com for other financial planners who charge by the hour or by the project.