Hello! I’m looking for an affordable financial planner based in Boston or available for a remote consultation. I am a professional in their later 20s looking to set up a budgeting plan for myself. Thanks so much!

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

I used budgeting apps rather than a financial planner but couldn't stick to it. Curious to hear why you're considering it, I might do it too

Looking for a super personalized experience and think I could get more out of a conversation rather than an app

like

You may want to ask outside of the Boston bowl to reach a wider audience.

Related Posts

Anyone have a recommended tax person in Chicago?

like

Hi all, I will be joining EY GDS Bangalore (RMZ Infinity Tower 3) in December, and wanted to know the WFH situation ? Are there any plans to return to office ?

like

@cstmr service, data management, sales, consulting,tech support,$50k+,remote,M-F

like

I have a place in NYC and FL and planning to stay in my place in FL for a good 8-9 months. Is it fair to keep my job information the same and just declare to the IRS where I spend my tax year? Or do I have to actually relocate back and forth?! Using TurboTax, it looks like it just asks you where you lived & work and how many months.

like

Any good cos providing perman remote option ?

I work in sales as a coordinator and do a bunch of paperwork with customers online. I LOVE PEOPLE but dread going to work everyday (wfh 3x a week) because the environment is toxic. I just found out that the only positive manager on my team is leaving. I am spiraling. I have a BS in Health Science (no chemistry classes taken and minimal biology education). Where are people happy in their careers? What careers are best for young women with ADHD? Who’s hiring?

like

For a friend: USMC transitioning veteran looking for opportunities in the southeast region, open to remote work. 8 yrs of specialized experience. Roles: Contracts Manager, Contract Specialist, Contracts Administrator, and Procurement Coordinator. GS or Consulting positions.

like

Anyone else holding out to 1 year AT LEAST, in order to get long term cap gains tax rate? 🙏🏻 every day passing is a day closer

like
likefunny

Hi,

My PF memberId starts with PYKRP, is it same for everyone?

like

Hi everyone! I have been in my current role as an EA at a financial institution for about a year and a half now. I would love to find a 100% remote role as a mid level EA at a company with an awesome work culture. I think I’m ready to be challenged again, I find myself bored in my current role… I’m open to any industry but would love to get into tech. If anyone knows of any openings I would really appreciate it! I’m located on the East coast currently. TIA

like

anyone else struggling to buy a place to live in the LA area? the realtor is telling me a JD mortgage with low will make my offer less appealing. has anyone had that experience? there’s no way i’m getting near a 20% down payment on these high prices any time soon.. not sure if i should just give up and try another time

like

Question about solo/self-employed 401ks: If I create a sole-member LLC for a side business and create a solo/self-employed 401k, am I only allowed to make contributions from the earnings earned via the LLC? Or am I allowed to contribute money earned from a different source (ie W-2 job).

like

I’m a newer registered nurse (2 years) and want to get into remote work. I keep getting denied due to lack of experience but to even get the job I have now (case manager) the company knew one of my family members and they gave me a chance to interview because of that. For these remote companies where I don’t have connections how can I transition over?

likehelpful

What credit card do you use?

like

I am about to finish a 6 month bootcamp and I am a single mum. Is it realistic for me to find a remote working job or working in the office during term time (school hours) and working from home during the holidays/evenings. If this is possible some possible companies for me to try looking for work would be great. Many thanks.

like

WFH is going swimmingly 😎

Post Photo
likefunny

Anyone know if Deloitte allows for a mega back door Roth? How would I confirm/ do this?

like

I got an offer from hcl and they are offering very less hike on my current CTC around 20% even fixed part is less than my current fixed amount.

I reverted asking them to provide 40% hike on my cctc or 20% hike on fixed cctc and wfh option.
It's been six days no reply from HR.

Can any one let me know if any of option open for me or is it over?

like

More Posts

Hello Fish Friends! Does a PhD count as project management experience?

like

Looking for community oriented/group activities for after work in London. Any suggestions?

like

Alright this bowl has convinced me I need to buy a Rolex. Where do I begin? I know my brother got a Batman GMT after about a year at a jeweler he never purchased from a few years ago, but was he just lucky? Do I need a relationship with an AD in today’s market for a Sub or GMT? Based in Seattle but would prefer to buy in Oregon to avoid taxes

like

Have a Bachelor in Creative Tech + Design. Studying to move into UX/UI / Product Design. I know portfolio is king, what cheaper/ free courses do you recommend to get me going on learning what I need and popping up case studies on my portfolio that I can combine with my degree to land a job?

like

Anyone on here handle Excess Claims. I’m interested to see what the salary is , I handle any claim over a million dollars and monitor those that are less than a million and I know I am being underpaid

like

Men - what are the best socks out there? For work/casual wear and workout.

like

Does your salary band change if interviewing for a purely remote role? They pay should be based on my location, not the company's, right?

like

On the topic of intimacy with partners… I’ve been with my boyfriend for 2 years and the past year his libido has dropped to zero. Mostly due to work stress (he says). Whenever I try to initiate, he always shuts me down and says he’s not in the mood. I even touch him and he gets hard but stops me as soon as I try to unzip him. We went from once a week to maybe once a quarter.

I’ve talked to him about it and he says I should take care of myself. So frustrated. 😭😭

like

Happy Republic Day 😊

Post Photo
likeuplifting

Hi Fishes

What to expect in phone interview at Amazon? Is it based on work ex or LPs? Amazon India

like

Is it safe to join Paytm? I am afraid for the job security because we can see the stock price is plummeting and the payments Bank license is also on hold, etc. Please guide. I have 1 offer from other good company but pay is less compared to paytm (4-5 lakh difference)

like

Any Paytm senior frontend developers here could you please dm me? I need to know a few things about the role

like
like

Can anyone please refer me for the role of SAP ABAP developer.
Yoe - 6.3

like

We’re starting to interview for my copywriter partner this week, but I don’t have any creative leadership above me (I’m also the only creative with agency experience at the company) so I’m nervous about being the only one looking at prospective partners.

Any tips for good questions to ask to feel out who is the best fit? I’ve worked with great and not so great writers in the past and it wasn’t always clear which would end up being the not so great based on their books.

like

Hello? Is this thing on?? 👉🎤👈

like

Hi fishes how is wlb in mphasis?

like

What is the CTC offered for grade C4.3E in Software AG in Bangalore?

like

Additional Posts in The Boston Bowl

Where’s the best place to park while working/shopping in the Prudential?

like

Where to pregame before the chili peppers concert tomorrow?

like

If I were to go to the Cape in early October is there enough to do for a weekend? If so, where in the Cape do you recommend? Alternatively, also looking into Providence..

like

And they’ll blame the Orange Line

Post Photo
likefunny

Hi everyone! The bowl name has changed to reflect the fact that it is no longer restricted to just Consulting professionals on Fishbowl. Feel free to invite others from different industries!

like

What are the best areas to live in w/ easiest commute to south station/seaport area? I’ll be moving alone so looking for a fun area for 25 y/o to meet people and go out. Will also want to have a car (either on street parking or off is fine)

like

Looking for advice: Boston ring shopping stores and any general tips on how to shop

like

Tips on Boston fertility clinics? So far looking between Boston IVF and MGH. (Also cross posting to fertility bowl but thought I’d try here for the Boston fish)

like

Why do you enjoy Boston (as opposed to other cities)?

like

Any Boston weekend activity recommendations? Just moved here for school and looking for ideas!

like

Any cooking class recommendations? Would like to book for a group of people

likefunny

Best pizza delivery in Boston? I really like Picco. Upper Crust is trash. Regina is decent.

like

Favorite halal restaurant in Boston? Help a Muslim brother out 😅

likesmart

Selling a Tresanti standing desk (see photo). Listing at $275 but negotiable. Like new condition, owned for less than 2 years. Features: Adjustable height desk (height range 29.4 in - 47 in), complete with 2 USB ports, wireless charging, storage drawer, and other features! DM if interested!

Post Photo
like

IFV recommendations in Boston anyone? A Reproductive Endocrinologist the most - but reccs on any and all members of a health team/other tips welcome. Wide and I are about to begin this journey =/

like

Buying a house for ~900K in one of the Boston suburbs - my household income is ~230K. Am I stretching too far?

like

Quick poll time. How old are you and how much debt do you have? Credit cards, student loans, vehicle loans, mortgage loans, etc., etc.?

I'm 31
$8k in debt (All credit card. No mortgage currently, but looking to buy. Car and student loans are paid off.)

like

Has anyone tried to get an antibody test here yet? How hard is it to get one?

like

Does anyone have a good OB they’d recommend just outside/west of the city (Brookline, Newton, Wellesley, Waltham)?

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