Seeking affordable financial planning/tax help!
January 21, 2013 3:03 PM Subscribe
I'd like to have a professional guide my new husband and I through filing taxes jointly, investing and saving for future goals, and so forth. How on earth do I find a financial planner to help us get started?
posted by The Biggest Dreamer to Work & Money (4 answers total) 5 users marked this as a favorite
I feel like most financial planning is geared (and priced) towards middle-aged professionals who have Jobs, 401ks, estates, houses, cars, and all those Big Things most people hope to have someday. But my husband and I live off his grad school student stipend, and we have big loans and little assets. We're early 20-somethings just getting started in this complicated life. :)
While I'm taking an online financial planning class to try to educate myself, I could really use professional help, but I cannot afford a lot. An additional pressing thing is that we'll be filing taxes together for the first time, which I'd like to do ASAP. Where should I be looking for help?
If geographic specificity helps, we'll go for Boston area or NYC.