I’m looking for a fee-only financial planner, and I found you on napfa.org. A little bit about me: I have about $10,000 in total assets—$3,000 in a Roth IRA (uninvested), $3,000 in a 401(k), and $4,000 in cash. I’m looking for investments that will maximize long-term returns while minimizing costs. If you think you can help me, I’d like to meet for half an hour and ask you some specific questions. I’d also like to hear how you’ve worked with similar people with similar goals. Would next Friday, 2/6, at 2 p.m. work?
