Seeking a Financial Counselor

Updated on February 10, 2008
L.S. asks from Austin, TX
5 answers

Hi everyone, my husband and I have very different views of handling money. Tension comes up because we have such different emotional and psychological connections to money. I would like for us to see a financial "counselor" so we can learn to communicate and understand where the other person is coming from. We need help with budgeting and long term planning although we probably won't move our investments. So we need someone like that wacky Suze Orman who "gets" that money comes with baggage for some of us. We live in North Austin. Any suggestions or experience with this?? Thanks

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L.M.

answers from Austin on

I work with some one who is sharp about the money. His name is John Paul Krueger. His cell is ###-###-####.
L. McKinney
Keller Williams Agent
###-###-####

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C.G.

answers from Austin on

L.,
It looks like you have some good suggestions already. I have recently begun a website, thefinancialwoman.com, that will offer teleseminars to teach women about investing. I am planning for the times to be convenient for mothers, such as during nap or school time, so there is no need for sitters, or even to leave the house. I am adding new free content weekly so check it out. Next week I am adding a downloadable free spreadsheet that may be useful.Good luck.... Focus on the gratitude that you have assets to invest, and it will lighten your load instantly:)C. G

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P.F.

answers from Austin on

Ray Lynch ###-###-####
[email protected]____.com

Oh My gosh, I can't say enough good things about this guy, he's helped us so much. He's a Financial Advisor with Edward Jones, and his services are free. He has even come to our home to meet with us when our second son was newborn and we couldn't get out. We set up 529 Education IRA college funds for our boys (3 yrs old, 6 mos) when we thought we didn't have the money. He's also helped us get a better handle on what we need for retirement, and counseled us on taxes, as we are self-employed- he found us a great CPA who saved us money. Good Luck!

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A.P.

answers from Austin on

Hi L.!

In my first year of marriage, my husband and I had a combined debt of about $50K. We had both had differing views about finances as well and decided to get on the same page when a coworker recommended a course to take called Financial Peace University. It's a 13 week long course (once a week) that we took a local church. The class is taught by Dave Ramsey, a top national financial advisor, via video. The other half of the class is group discussion, which was very helpful as well. Dave Ramsey's class was perfect for us because it was an actual roadmap of what to do with our finances. The class covers beyond getting out of debt topics. It also covers investments, savings, giving, and building wealth! A year and a half after deciding to take FPU, we were actually debt free! We have recommended so many friends and family to this program and have seen their lives changed as well. If you want to learn more information about FPU, you may go to his website at www.daveramsey.com where you can also find out where there is a class being taught in the local area (There are many classes in Austin!) Well, I hope this helps. As you can see I am very passionate about this program because it works! As Dave says, it's not a microwave solution but a crock pot solution so you have to be patient and build new habits about money. Good luck!

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J.L.

answers from Austin on

I am not a fan of Suse Orman. In my opinion she will tell you how to go broke slowly. Although, I am not now, I worked as a Financial Planner with a national Financial Services Company in the past. I would recommend Dave Ramsey. He has a wonderful book called, The Total Money Makeover. He also has a website at www.daveramsey.com and a radio show. His information is timeless (nothing new to us financial people) but he puts it into a "PLAN" that anyone can follow. He also addresses your emotional "baggage".

Good luck. Make the decision and then follow through! It is well worth it!!

J.

You are wealthy if your investments bring in more money than your paycheck! Make your money work FOR you!

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