“ are internal tokens (with no value in dollars) that allow members to receive credit for help they provide to non-profits or individual Simbi members, without having to exchange talents directly.
Financial Planning and Advice
50
50 per session - OK - Posted Nov 14, 2016
Answer questions and provide advice on how to improve your financial situation.
Sessions are generally 30 minutes and can be done virtually and I am happy to address specifics about your individual situation. I will not be delivering a complete financial plan, but can provide financial planning advice and investment advice.
Training & Qualifications
I am a Certified Financial Planner(R) and am in my 16th year of helping clients improve their situation. I am a NAPFA registered fee-only fiduciary planner, so I don't sell anything. I work directly with my clients and help them build the confidence they are making the right choices for their financial future.
Availability & Preferences
Mornings are generally best for me.
Reviews of Justin
Morgan received session of Financial Planning and Advice from Justin
Nov 23, 2016
Justin's advice was spot on. He was very professional. He also was able to explain complex financial concepts in a simple and action oriented way. I g...ot far more value than I could have hoped. Now have a solid 5 step plan to save for my son's college expenses. :)
Thanks Justin!show more
