Non-judgemental Financial planner?
Hi all - I’m looking for someone who can sit down with me and my husband and talk about our financial situation. We don’t have much in the way of disposable income but we do have a bit and definitely aren’t making the most of it (major understatement). I’m looking for someone in or near Berkeley, or online I guess, who won’t judge our past decisions or tell us we should have done this long ago. Someone reasonably priced who can help us focus on making a budget, paying for college for our kids, etc. And we’d like a short term set up where we get some advice, not an ongoing relationship with managing investments, etc. Any ideas would be greatly appreciated!
Jan 16, 2022
Parent Replies
Hi there, I’ve posted about my financial planner (who also does my taxes-CPA, Securities License, Life License) on here before. Her name is Nini Yang (408-464-7563). I had a somewhat embarrassing tax/finance issue two years ago. I felt heard and not judged. She did a wonderful job of explaining some basic financial concepts that I was able to incorporate in my budget and have since transformed my spending and more importantly, my savings. Highly recommend!
We have been working with Autumn Kruse (www.krusefinancialstrategy.com). She's down-to-earth, nonjudgmental, and charges by the hour or the project. Since we started working with her, we have a much better grasp on where we are and where we're going, and a precise idea of our finances. I highly recommend her!