Reply To: Seeking Financial Planner

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I use Community Ladders ( and was recommended to them by a gay married couple. They are a membership based financial planning service (but very reasonable at $40/month), and are also a social enterprise/non-profit, which I find to be a great perk….never feels like they’re trying to sell you something. They’re more about planning and holistic financial advice than asset management though, so sort of depends on what you’re looking for. I work with Bill, the founder, and think he’s great.