u/Guatemelon4u

Can anyone recommend a financial planner in the Santa Clarita or San Fernando Valley area?

I'm not looking for someone to manage investments or sell insurance. My wife and I are looking for a one-time consultation to help us with budgeting, debt payoff, cash flow, savings goals, and overall financial organization.

Most of the firms I've found seem geared toward high-net-worth clients or charge several thousand dollars for comprehensive planning, which is more than we're looking for right now.

Ideally looking for:

Fee-only

Hourly or one-time consultation

Experience with families and debt payoff planning

Local to Santa Clarita/SFV

If you've personally worked with someone you liked, I'd love to hear your recommendation.

Thanks!

Can anyone recommend a financial planner in the Santa Clarita or San Fernando Valley area?

I'm not looking for someone to manage investments or sell insurance. My wife and I are looking for a one-time consultation to help us with budgeting, debt payoff, cash flow, savings goals, and overall financial organization.

Most of the firms I've found seem geared toward high-net-worth clients or charge several thousand dollars for comprehensive planning, which is more than we're looking for right now.

Ideally looking for:

Fee-only

Hourly or one-time consultation

Experience with families and debt payoff planning

Local to Santa Clarita/SFV

If you've personally worked with someone you liked, I'd love to hear your recommendation.

Thanks!