What’s up guys? I’m looking for recs for a financial planner in Austin to go through an assessment of our family financial situation and some scenario planning around purchasing a house, retirement, and potentially one of us changing jobs/careers. We have done pretty well for ourselves up to this point with savings and socking away retirement but don’t really have a plan per se and would like to move to a better neighborhood.
Any recs for a fee only assessment?
Any recs for a fee only assessment?
