Find a retirement financial service near Aliso Viejo, CA

Find a retirement financial service near Aliso Viejo, CA

100+ near you

Find a retirement financial service near Aliso Viejo, CA

100+ near you

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Top 10 retirement financial services near Aliso Viejo, CA

Avatar for Personal Budget Coaching
Avatar for Personal Budget Coaching
7.
Personal Budget Coaching
7.
Personal Budget Coaching
New on Thumbtack
New on Thumbtack

Personal Financial Planning

  • Serves Aliso Viejo, CA
Do you feel like there’s too much month and not enough money? There’s often a way to fix your financial situation with the resources you already have and some help getting started. That’s where Freedom Financial Coaching comes in. We have the knowledge and expertise to teach you how to budget successfully and walk with you down the path to financial freedom. Our mission is to provide hope through mapping a clear path to your financial goals. Coaching you toward financial freedom is our passion! We will walk with you every step of the way. This means that we will meet you where you are, teach you the skills you need, and guide you toward reaching your financial goals. We’d love the opportunity to speak with you and become your trusted financial coach. Contact us for a free consultation!See more
contact for price
Do you feel like there’s too much month and not enough money? There’s often a way to fix your financial situation with the resources you already have and some help getting started. That’s where Freedom Financial Coaching comes in. We have the knowledge and expertise to teach you how to budget successfully and walk with you down the path to financial freedom. Our mission is to provide hope through mapping a clear path to your financial goals. Coaching you toward financial freedom is our passion! We will walk with you every step of the way. This means that we will meet you where you are, teach you the skills you need, and guide you toward reaching your financial goals. We’d love the opportunity to speak with you and become your trusted financial coach. Contact us for a free consultation!
Avatar for Coach C  Services
Avatar for Coach C  Services
8.
Coach C Services
8.
Coach C Services
New on Thumbtack
New on Thumbtack

Personal Financial Planning

  • Serves Aliso Viejo, CA
My name is Corey Coursey and I am a NCCER Certified Construction Teacher. I have been a Teacher/Coach for the past 30 years. I have been involved in Construction over 30 years of my life and completed several remodel projects for customers. I am a proud graduate of LSU's Constuction Mgt Program (MS) and hold a BS and MS in Education as well. I love fixing things for homeowners & property managers. I will treat your home the same as I would my own and am budget conscious when it comes to giving out quotes. Specialities include: Light Electrical & Plumbing, Painting, Drywall, Flooring, Carpentry, Fan Installation, Irrigation & Landscape, Wood Fencing,Remodel Bids, and Project Mgt. Serving your needs is my goal. Love to go to work on your project. -Corey Coursey, MS , NCCER -CI Coach C ServicesSee more
contact for price
My name is Corey Coursey and I am a NCCER Certified Construction Teacher. I have been a Teacher/Coach for the past 30 years. I have been involved in Construction over 30 years of my life and completed several remodel projects for customers. I am a proud graduate of LSU's Constuction Mgt Program (MS) and hold a BS and MS in Education as well. I love fixing things for homeowners & property managers. I will treat your home the same as I would my own and am budget conscious when it comes to giving out quotes. Specialities include: Light Electrical & Plumbing, Painting, Drywall, Flooring, Carpentry, Fan Installation, Irrigation & Landscape, Wood Fencing,Remodel Bids, and Project Mgt. Serving your needs is my goal. Love to go to work on your project. -Corey Coursey, MS , NCCER -CI Coach C Services
Avatar for BKPR Entry
Avatar for BKPR Entry
10.
BKPR Entry
10.
BKPR Entry
New on Thumbtack
New on Thumbtack

Personal Financial Planning

Offers remote services
  • 1 hire on Thumbtack
  • Serves Aliso Viejo, CA
Over the past twenty years or so, I have acquired a reservoir of bookkeeping and accounting knowledge. My experience working with individuals, nonprofits and for-profit businesses in various fields and of all sizes includes managing bill payments, invoicing, payroll processing, generating financial reports for preparation of taxes, audits and grant funding purposes. Outsourcing your bookkeeping and accounting services could benefit you by giving you more time to focus on income building tasks like marketing or your building on your creative passion. Maximizing your profitability time, minimizing time you spend on tedious administrative tasks at a reasonable cost is my goal. Be sure to ask about current new QuickBooks account set up and Payroll Service discounts.See more
contact for price
Over the past twenty years or so, I have acquired a reservoir of bookkeeping and accounting knowledge. My experience working with individuals, nonprofits and for-profit businesses in various fields and of all sizes includes managing bill payments, invoicing, payroll processing, generating financial reports for preparation of taxes, audits and grant funding purposes. Outsourcing your bookkeeping and accounting services could benefit you by giving you more time to focus on income building tasks like marketing or your building on your creative passion. Maximizing your profitability time, minimizing time you spend on tedious administrative tasks at a reasonable cost is my goal. Be sure to ask about current new QuickBooks account set up and Payroll Service discounts.

Q & A

Answers to commonly asked questions from the experts on Thumbtack.

How do you find a good attorney for wills?

To find the best attorney to create your will, start your search on Thumbtack. With Thumbtack, you can quickly locate lawyers near you. As you’re browsing through potential attorneys you might hire, read their profiles to find out which ones specialize in will creation and estate planning. Then, contact a few of them to request cost estimates.

How much is a financial planner?

On average, financial planners charge $100-$150 per hour for their services. However, hourly rates can range from $45-$200 per hour. 

It’s important to note that financial planners and advisors may set their prices differently. For example, they may charge: 

  • Hourly rates
  • Flat fees 
  • Retainer fees
  • Commissions
  • A percentage of assets under management

Before you hire a financial planner or advisor, get cost estimates from several professionals near you. And ask them to explain how their pricing works and how they get paid.

What questions should you ask an attorney about wills?

When you’re creating a will and looking for a potential lawyer, ask plenty of questions. For example, ask:

  • How long will it take to draw up a will?
  • How much do you charge for will creation?
  • How do you set your prices? Do you charge hourly rates?
  • How long have you been practicing law, specifically estate planning and will creation?

What is a fee-only financial planner?

A fee-only financial planner is paid directly by their clients. This is different from financial planners who charge a commission through the products they sell. Typically, fee-only financial planners charge flat rates, hourly rates or a percentage of the assets that they manage for the client.

In the personal finance industry, the fee-only model is considered to be the most transparent because it puts the client’s interest first. Fee-only financial planners are also considered fiduciaries because they’re required to consider what’s in the best interest of their client, according to the National Association of Personal Financial Advisors.

What does a financial planner do?

Financial planners have various specialties and backgrounds. Ultimately, they can help you analyze your finances and help you make a plan to reach your financial goals.

If you need help with your retirement savings, taxes, debt, investments and other aspects of your finances, consider hiring a financial planner near you.

What is the difference between a financial planner and a financial advisor?

Some people use the terms “financial planner” and “financial advisor” interchangeably to describe professionals who help people manage their finances. But there are some differences. 

“Financial advisor” is a more broad, general term than “financial planner,” according to Investopedia.  Financial planners create plans to help you meet your long-term goals, and financial advisors help manage your finances, investments and/or accounts. You can consider a financial planner as a type of financial advisor.

You should always research a potential financial planner or advisor before you hire them. Get details on their areas of expertise, credentials, certifications, education, fees and more to ensure you're hiring the best professional for your needs.

What should you ask a financial planner?

When evaluating potential financial planners and advisors to hire, it’s important to do your research — and ask plenty of questions. Here are some questions you can ask before making a decision on who to hire: 

  • How much do you charge for your services?
  • How do you set your prices and fees? What is your fee structure?
  • Are you a fee-only financial planner?
  • Are you a fiduciary? 
  • What certifications, degrees, designations and credentials do you have?
  • What is your area of expertise (e.g., retirement, taxes, investments, etc.)
  • How long have you been a financial planner?
  • Do you have any references I can contact?
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