I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.
February 2020
I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.
October 2019
It has been several years since I went to see Sean so please keep that in mind but I just came across his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so... read full review
I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.
I reached out to Sean for financial planning advice, specifically on relocating and retiring internationally. He responded right away, was up-front about his experience and how he could help me. He was generous with his expertise and helpful resources. I really can't thank Sean enough and would definitely recommend him.
It has been several years since I went to see Sean so please keep that in mind but I just came across his Yelp profile and realized I should add a review as meeting with him has stuck with me since then. I went to see him originally as I was searching for a financial planner that would really dig into my specific situation and help me "tune" my finances. At that time I had a general idea of finances, more than most people but less than some. I had read up on compound interest, opportunity costs... blah blah... and I had been saving about 50% of my paycheck and maxing out my 401k for decades. I've also tracked my spending in Quicken for about 20 years so... read full review