Seeking a Personal Finance Advisor to setup Tiller

My wife and I are looking for a financial advisor/planner, to assist us in establishing goals, budgets, setting up and helping us learn to manage Tiller and our finances. I’m a seasoned executive and used to managing my my organization, but have not dedicated time to lift up our own personal finances.

Does anyone have any recommendations of somebody who would be a great fit / or yourselves? I understand there is a lot of value in setting it up yourself… but I’m incredibly busy and feel it would be best to have somebody who knows the ins and outs of Tiller, as well as understands how to establish family financial goals/budgets/basic operations… to lift up a minimal yet successful personal financial framework.

Thanks in advance for any guidance!

:wave: @dscassid, welcome!

I’d recommend reaching out to @kirsti.rehler :slight_smile: You can DM her here in the community to see if she’s accepting new clients.

1 Like

I’d be happy to see if I could help you, I’ve helped many people using Tiller like yourself. Feel free to message me :slightly_smiling_face:

1 Like

Hi @kirsti.rehler, Heather recommended I reach out to you. I’d like someone to help me setup/audit my Tiller spreadsheet and help with overall budgeting. Not sure if that’s up your alley and I don’t see an immediate way to message you. Can we connect?

1 Like

Just sent you a private message!