Responsibility

[windelina]

So -
I've been thinking that I'd like to get together with a smart, creative, realistic financial planner to discuss my financial future.

Any ideas or recommendations from all you smart, creative, realistic people out there?

Comments

[fairoriana.livejournal.com]

We hired a financial planner from American Express. I don't think that's been a bad decision for us, but neither has it been as useful as I was hoping.

[s4.livejournal.com]

We've a pretty good friend who is a very smart, creative, realistic, hip, woman who works as an American Express financial advisor. So you should mail our friend Kat! She's good people.
kathryn.j.hopmann
at
aexp
.com

Daniel Boyer.

[buccaneer.livejournal.com]

Best damn financial planner there is. At American Express
Centennial Lakes II
7601 France Avenue South
Suite 550
Edina, MN 55435
952-842-1505

Trust me on this one. He's fantastic.

[lexinatrix.livejournal.com]

Let me know if/when you pursue this if you find it helpful. I need to get a better grip on the short/mid-range/long-term planning that I should be doing.