Shortcut Navigation:

Question for the Money Doctors

Question submitted on Jan 31, 2014.


I am a CPA in industry (previously audit), and have managed my investments for over 20 years. Although I''m fine with my results so far, I believe I could use a sanity check. I'm thinking this would take the form of a fee-only financial review/plan, without putting my assets under management. Do you have any advice for people in my situation? Thank you.


There are fee-only planners that work on an hourly basis. If you can''t find one in your area, I would be happy to assist. I do work remotely with some clients.

For additional information visit