OT/Financial Planners

[echelon_john]

I’ve enjoyed reading through the various threads around retirement and appreciate that this group has some smart folks. We’re looking for a fee-only planner to help with some strategic planning around retirement/what’s next.

Fee only because we already have investments actively managed with folks we’re very happy with but they’re not geared toward giving holistic planning advice.

I’ve gone through the CFP website and am asking friends locally as well, but I’d appreciate any leads via PM on someone you personally know/have worked with. Geo not really a factor.

Thanks!
John