I am looking for someone who is a financial planer and accountant (like a CPA/PFS). I want to get some advice on my personal finances: retirement planning, home buying plans, etc. I want a fee-based planner, someone I would meet with a few times only. I’m not looking for someone to manage my money on an ongoing basis.

I would like a financial planner who is also an accountant. If you know of someone who is just an accountant or a planner, let me know anyway. Maybe they could refer me to someone who is both. Thank you.

__________________
action is the enemy of thought