Anyone have a great CFP that works with folks remotely (I.e., via Skype or FaceTime) or in Boston? Looking to learn about the unknown, e.g., tax loss harvesting, 529s and other similar vehicles, etc

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Yes, do you have a burner email? I can send you who I work with.

I have some CFPs in my family that are really great and patient. They do work remotely with some clients. Send me a message if you want their info.

OP - I accidentally hit the ignore button when I was opening your message. So sorry! Can you please send again?

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