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!