Finding the Right Support
Choosing the right advisor is important. While my practice is currently focused on retirement, inheritance, and ongoing financial planning relationships, I have gathered several resources that may be a better fit for individuals seeking one-time advice, a second opinion, or help with a specific financial question.
Not every financial question requires a long-term advisory relationship. If you are looking for objective financial guidance, a second opinion, or help addressing a specific planning issue, the resources below may be a great place to start.
Nectarine
Nectarine connects individuals with fiduciary financial advisors for one-time advice sessions. Whether you have questions about retirement, investing, taxes, insurance, or a major financial decision, you can schedule time with an advisor and pay only for the advice you need.
Garrett Planning Network
Garrett Planning Network is a nationwide network of fee-only fiduciary financial planners who offer advice on an hourly, project, or as-needed basis. Many advisors in the network specialize in helping individuals who want professional guidance without an ongoing advisory relationship.
If your needs evolve and you are seeking comprehensive financial planning or an ongoing advisory relationship, I would be happy to reconnect in the future.
