[81MC]

So, we’re FAR from rich. Like, normal middle class type ####, except we maybe carry less consumer debt than normal and have a couple months of expenses worth in horse#### accounts. I dealt with some stupid money stuff a while ago, but we’re in a decent spot now.

Wife really nails it, including ESPP and cash holdings, me just sort of trying to avoid falling into last mistakes.

For everyone’s sanity, rather than me harping in about moving money out of a merger 0.5% big-bank account endlessly, we’d like to meet with a financial advisor.

But, how’s that work? One time consultation fee? Commission on services? I don’t think we’re at a place where a full-time or ongoing thing necessary, but wife would feel better if an expert could tell her options rather than my bullish opinions.

What do you guys do? Naturally, sitting down with a bank salesman by any other name turns me right off.

I know there’s a few in the business in here, feel free to hit me up privately if this is your bag.

Cheers, thanks for the thoughts.