Financial planner rec
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Anonymous
| I'd love recommendations for financial planners for business owners. We haven't been pleased with the one we had. Thanks! |
Anonymous
| I'd love a rec for our own personal finances. How does one find a decent fin planner? (eg. Smart, practical, sees big picture yet detail-oriented). What should we lom for in finding one, and how much does it cost? A one-time thorough assessment/review would be ideal. |