I wish to find a monetary veteran (that is not a bank perplexing to sell loans as well as such as well as which is not consumer credit counseling) who can assistance examination where we’ve been, assistance us see where you are, as well as assistance us with a monetary foot stay to assistance us get to where you need to be. you do not know if an Accountant or Financial Planner or Financial Adviser is a right person…We have income issues, as well as need a little outward help, it’s transparent which you can’t get out of this cycle ourselves.
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Comments: 2 comments
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Cisco
October 16th, 2009 at 2:22 pm
First see if any friends, family or coworkers in your area would personally recommend someone based on experience. As you mentioned it’s probably best to stay away from a commission based advisor (insurance, bank, broker) and try to find someone who is fee based. They would be motivated to help make your savings/investments grow over time and not just be trying to sell you a product. Try to find a good CFP in your area, they are required to go through quite a bit of training and ongoing education to maintain their certification. I included a link for your reference.
mldjay
October 16th, 2009 at 2:22 pm
I suggest two things, first read The Total Money Makeover by Dave Ramsey. His book will teach you how to get out of debt, why you should be debt free, how to grow wealth and how to create and work within a budget.
Second, go to his website (link below) and find a financial counselor in your area that is endorsed by Dave. You could also find a financial planner by clicking the ELP investing link.
We have been using him for 3 years and Dave has great common sense (that isn’t very common any more)!
Good luck!
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