55(m) needing a financial check up. Have always been self directed. Used to be pretty simply portfolio management, but over time my financial picture has become more complicated. (Crypto staking, options trading, LLC income, private investments, etc).
Also looking for a new account with crypto experience. Just got a quote for $15k and absolutely think that’s high! That doesn’t include advice
Looking for hourly FA / CFP with crypto background
byu/eddiefpp infinancialindependence
Posted by eddiefpp