Seeking Financial Advisor
MoneyTalk is important, no doubt. Kate recently emailed:
It was easy back when our finances were a simple checking and savings account. Now that we've got college funds, IRAs, a mortgage and - happily - some extra to invest, things are a bit more complex. We'd like to sit down with a professional who can help us decide how best to allocate our resources. We're looking for someone who will take the time to understand our individual situation, not try to sell us a financial package, and preferably someone who is familiar with socially-responsible investing. Any recommendations?