My girlfriend has as long as I have known her, struggled with money problems. As a thoughtful and incredibly unromantic gift, I am getting her a meeting with a fee-only financial planner for her birthday. [more inside]
posted by punch_the_mayor on Dec 19, 2012 - 28 answers

Looking for a financial advisor/planner (accountant, CFP, something else?) in or around Boston for a married couple with good saving habits (see my previous question) and a reasonably healthy-sized nest egg. A couple of additional salient details inside. [more inside]
posted by 5845(f)(1)(D) on Oct 16, 2012 - 2 answers

As part of a gradual effort to bring order to our lives, my wife and I would like to talk to a fee-only financial planner, somewhere in San Diego. Where should we go? [more inside]
posted by willbaude on Oct 31, 2011 - 2 answers

Can you recommend a kickass financial advisor/planner in Southern California, por favor? [more inside]
posted by miss lynnster on May 8, 2008 - 2 answers

Searching for a financial planner south of Boston. Any suggestions? [more inside]
posted by UMDirector on Dec 30, 2007 - 2 answers

Seattle Filter: Looking for a Financial Planner to assist twenty-something newlyweds with combining finances, investment strategies, etc. [more inside]
posted by Smarson on Jul 13, 2007 - 2 answers