My fiancé and I are looking for a CFP, CPA, or RIA to help us navigate premarital financial planning and investment strategy. We are not hung up on the exact specialty, but being licensed with a fiduciary responsibility is a must.
We want guidance on merging finances, tax planning, and long-term wealth building while ensuring our investments grow in a healthy way.
We’d love to work with someone with a DEI-educated approach, preferably a lived experience in the queer and African American community. Yep, ready for the downvotes.
A fee-based approach would be best.
If you know where to look or have any recommendations please let us know.