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Author: kmart00 One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 349  
Subject: Finding a planner in NYC Date: 11/11/2010 4:13 PM
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Hey everyone,

My wife and I are considering whether it makes sense to consult with a financial planner.

We are in our early 30s, have 401ks, a small E-fund, but not much else in terms of "investable" cash. No major debt other than a student loan.

I have a financial planner available to me that my office provides free of charge. It is telephone/fax based--which is my only concern.

The reason I am thinking we may want a planner we can meet with: my wife and I have different (very different) financial upbringing. While we have made HUGE improvements in our financial picture, there is still a little contention (my need to pay off credit cards every month, her desire to be able to carry a balance, etc)... I think having us both work with a planner would help so we can map a path we are both comfortable with.

That being said... I checked out www.napfa.org. I am concerned with the cost. One planner gave me an estimate of $1200-1500 for a standard consult.

Is this average? If I had more capital, the cost might be as big of an issue. Are there any planners in NYC folks can recommend that might be a little less pricey?

Thanks in advance!
k
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