Anyone have recommendations for a financial coach/...
# generalf
famous-librarian-74197
06/20/2023, 4:23 AMAnyone have recommendations for a financial coach/planner for a very high w2 earner who likely will not want to use one of the frum moisdos (like frum finance or living smarter Jewish)
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bumpy-salesclerk-36269
06/20/2023, 11:28 AMMaybe Simi Mandelbaum from Prospr I heard good things about her
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rich-insurance-32675
06/20/2023, 11:40 AMYou can always use a general financial planner or CFP
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mysterious-tomato-10057
06/20/2023, 12:15 PMThis is a great question because there are many people that need more specialized help! Especially people with large estates 5m+ that non profits like FF or LSJ simply can't give the necessary attention.
mysterious-tomato-10057
06/20/2023, 12:16 PMI think your net worth would be very important to give proper recommendations. Many CFP I know with these specialties have net worth minimums, 5m, 10m, 20m, etc.
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eager-smartphone-39564
06/20/2023, 12:41 PMI would suggest that you attain significant financial literacy before you start engaging a financial advisor so you can discern sound strategy from inaccurate or speculative propositions. Generic word of mouth in this industry is worthless.
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microscopic-monitor-3977
06/20/2023, 2:23 PMNo bias, my father (AY) has a great financial planning agency: https://premierfinancial1.com/about/
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