I had lunch today with Kay Kamin, the Financial Editor for Today’s Chicago Woman (an excellent monthly tabloid newspaper – www.tcwmag.com). She is also an attorney, with a PhD. in Education. And, she’s a Certified Financial Planner (CFP) – one of my favorite financial planning designations.
We spent a long time talking about the current state of the average consumer’s bill of wealth. She’s concerned not that many people — particularly women — are learning how to figure out their net worth or are putting away enough for retirement.
She says that when she takes on a client, they become like a family member. She is an enormously bright and compassionate woman — and she charges by the hour!
Finding a financial planner who cares as much about your money as you do is rare. But that’s exactly what you want.