Any recs for a FEE ONLY financial planner?

like
Posting as :
works at
You are currently posting as works at

Super hard to find in my experience.

Related Posts

FIRE Newbie here - wondering how everyone is retiring early (30’s 40’s 50’s) if the majority of your savings are tied up in tax preferential retirement vehicles you can’t really touch for another few decades?

like

Real estate Tax question: I have a personal property and investment property in Florida. I am about to pay one off. Should I pay off the investment property or the personal home?

like

Does anyone use wealthsimple trade? Are there monthly or quarterly reports I can download for my investments?

How did you get into real estate?

like

Is it possible to buy a house and sell it for a higher price?

like
like

Has anyone bought a commercial space and eventually rented it out that resulted in a positive cash flow? If so? In which city?
I’m on a visa in U.S and looking to potentially invest in commercial spaces rather than residential places.
Age:25
T.C: 102K

like

Will mods hurt the resale value of a car? I'm considering selling my daily and am debating on whether or not I should put the effort in to return it to stock.

like

On a credit file, do multiple credit cards from the same issue count as multiple accounts or is that issuer counted as a single account regardless of how many cards

like

Have an acquaintance who is a single mom; she purchased a used car 3 mos ago. Six wks later her 17yo wrecked it, air bags deployed, and estimates have ranged between $10-$18k in needed repairs while $21k is still owed. Acquaintance was switching insurance policies and flubbed the coverage dates and there were a few days where the vehicle was uninsured. No GAP insurance. I'm not seeing many options for her besides to continue pmts, fixing just enough to drive or voluntary repo. Thoughts?

like

If I've maxed out my TFSA, should I continue investing through an RRSP or a personal investment account?

For context, I also have a good pension. My main concern is that while the RRSP will be nice to lower my taxable income now, I'm worried when I retire I'll have to withdraw too much from both the RRSP and pension. Thoughts?

World Bank announced that the economy has shrunk by 5% (the largest since 1960). Unemployment is near 15%. US is technically in recession. Can someone explain this ridiculous stock market bubble?

like

For the past 2-3 years, I have obsessively tracked my net worth/income trends/investment performance over time. I checked my trends just now, and OMG I hit the 300k net worth mark right around Christmas. I guess I haven’t looked at my dashboard for a month. This feels so cool. I want to shout it from the roof! I can’t really brag about this to my friends, so I’m sharing here! 🎉 🎉

like

What states have a big law market where I can get the most out of my dollar? Also currently work for CA firm, if I move to another state does the state tax rate switch to where I live?

like

Should I take an L on Paysafe? Feel like none of these SPAC stocks are going to have upward movement anytime soon

like

Can anyone recommend a good fixed income investment that I can add to my ROTH IRA account?

like

What are your thoughts on ESPP?

like
like

How do filmmakers find investors?

like

More Posts

Does TechM employees get discounts on TechM cars?

I got an email last night from a 7th-grade parent because her son said I mentioned the words "male privilege" in class, and she is very concerned about how that is related to ELA (she said "reading"), and she is concerned about this being taught in public schools. To be clear, I didn't do a lesson on this subject but we did discuss rights versus privileges. I've had multiple parents contact the school/get upset with me because of things like his. It's exhausting... Thoughts?

like

FIRE Newbie here - wondering how everyone is retiring early (30’s 40’s 50’s) if the majority of your savings are tied up in tax preferential retirement vehicles you can’t really touch for another few decades?

like
like
like

New planner here looking for advice. If you had to write a creative brief for an HCP strategy in a week with no insight research currently available, how would you go about it?

helpful

Does anyone use wealthsimple trade? Are there monthly or quarterly reports I can download for my investments?

Real estate Tax question: I have a personal property and investment property in Florida. I am about to pay one off. Should I pay off the investment property or the personal home?

like

Hello Everyone,

What will be my in hand salary in CTS for 20 LPA including and excluding tax?

Cognizant

Post Photo
like

Can someone suggest a plant for my bedroom? It’s a huge bedroom, space is not a concern, will put the plant beside an east facing window. Preferably something that I can find at Home Depot.

like
like

Does Infosys revise the offer letter after accepting it??

My boyfriend just found my vibe...

like

I just came home sobbing because I got too drunk at my female best friends house and her husbands male friend tried to take advantage of me when we were left alone in a hot tub. My boyfriend didn’t ask if I was okay but instead screamed at me, threw things and left the house. Dumping him is the only logical answer?? Am I crazy?

like

Silly question but, how did you make close friends when you first moved to Miami? Feeling like a fish out of water, from Texas.

likehelpful

It’s week 5 for me of the breakup and even though I had a full and fun weekend with friends and people I love, I woke up today so so sad because I wanted to text my ex. I just feel overall so defeated and exhausted from sadness and unmotivated at work :(

like

Absolutely love my direct supervising partner, hate the firm management, pay is mediocre and I could get a 5 digit bump elsewhere, what do I do? (Mid-size insurance defense firm in southeast region)

like
like

How is the PPC/digital advertising department structured in your oganization? Paid social ads and google ads, for example, are under the same manager? Or is the split by KPIs, like awareness vs performance?

likehelpful

Hey fishes, what is the in hand salary in PWC India for 9lpa fixed salary?

like

Additional Posts in Small Law / Solos

3 attorney firm. I’ve been here for 6 years and have used Westlaw exclusively. Now we are switching to Lexis because apparently Westlaw is too expensive. I hate change. I know where everything is on Westlaw and now I need to relearn. Apparently Westlaw will not budge on price and would rather just see a client leave than work with them. Super annoying. Any insight on negotiating Westlaw or transitioning to lexis?

like

Which practice area has the most amount of room for creative problem-solving? (And enough $$)

like

Bookkeeping service recommendations? Virtual service or through your CPA?

like

A friend of mine and I are both starting our life firms from scratch. We both do two different areas of law. How can we help each other with referrals and networking? We live in an area that’s pretty geographically large in two different parts of town.

Hi all, I have been practicing for 5 years (admitted in NY & NJ) and recently went in house. I just started a side business of writing blog posts for firms or solo practitioners. DM for more info!

like

Hi. I’m in need of advice and encouragement. I’m currently working as a public defender(2nd year) but I would love to pursue a solo private practice. I would like to leave the public defender because I am ready to make more money and I am no longer feeling the fulfillment I once felt. I have a family and work-life balance is a priority. What is a good way to gain experience in other areas of law as a solo practitioner? What areas of law are best for maintaining a work-life balance?

like

I'm entering my final year of law school but am going part time since I work full time as a paralegal. I have been a paralegal for more 10+ years and I want to open my own firm after I pass the bar.

I've worked at a lot of different size firms including a startup with a few attorneys and I was able to help with a lot of the ground work with getting the practice management system in place and still do some of that now at my current firm. Has anyone done this right out of law school? Any advice?

like

Solos - what does your day look like? Do you work traditional hours? Do you take breaks during the day for personal things such as errands and working out?

like

Advice for Of Counsel roles? I am of counsel at a firm where I can set my own rate and keep a percentage of collections, which varies slightly depending on whether the client is one I generated or not. I’m finding that a lot of my work is for firm clients where the lawyer negotiated a flat fee (and the hours worked are less, due to efficiency etc). What is the right way for me to be compensated in this scenario?

like

Does anybody have a resource available for pricing and billing? I am 2 years out of law school, working as a corporate attorney, and wanting to go solo. Ideally, I will take my corporate client with me, but am working to build work on the side during the transition. Also, do you have any recommendations for document preparation? I would like to draft wills, trusts, and other estate planning documents, but would like a resource that has boilerplate provisions to utilize as a reference.

like

Any contract attorneys who handle trademarks looking for some work? I have a few office actions I need to respond to. Will pay on a hourly/flat fee basis.

like

Anyone practice DUI in Orange County, CA? Please dm me. TIA

like

How do firms give bonuses to associate attorneys? Quarterly, monthly, annually? What is a bonus based on? Money recieved, billable hours, etc?

I'm looking to set up a bonus structure for a new associate.

like

Recruiting Bonus: What's a reasonable bonus for a paralegal who recruits another paralegal to join the firm?

Paralegal salary is 70-80k.

like
like

Virtual receptionists….anyone utilize this and if so, feedback? If not, thoughts? Start

like

Plaintiff side question - comp is base plus % of fees. Firm has non equity split % with associate working on case. This normal for a non equity partner? Normal associate comp is full % when working with an equity partner.

like

Does anyone have any insight regarding compensation for the “of counsel” position? I’m specifically looking for insight from those in California. Thank you!

like

How do you handle billing disputes? Already feel like we’re a steal compared to other firms, but it’s the pits when clients kvetch about the bill after working hard on their matters. For five figure disputes, anyone recommend collections? Don’t really want to institute retainers, especially since it doesn’t seem common for our practice area.

like

Looking for purchase health insurance for business. Has anyone bought health insurance through their solo practice as a corporation. Any recommendations as to who to use. Small firm 1-5

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal