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Old 04-01-2025 | 11:07 AM
  #4  
moneyflightplan
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Joined: Mar 2025
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I would recommend looking for a Certified Financial Planner that works for an Independent RIA. You can always look for a CFP using their search tool at letsmakeaplan.org

I would recommend working with someone who is a CFP, is fee only, and works for an independent RIA Firm. Fee only meaning they aren't compensated for putting you into certain investment products. I would avoid big box names for the most part as they are often more expensive and aren't able to get as deep into the various planning areas (tax and estate commonly).
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