Sometimes you need a second set of eyes reviewing your FIRE (financial independence retire early) plans, or need help knowing how to invest your hard earned money. Below you will find a list of financial advisors and financial planners who understand the nuances, strategies and methods those seeking FIRE need.
Please note: This serves as a public resource to those looking for an advisor or planner who can help them achieve their FIRE goals. We have not personally hired any of these individuals or companies. We have not been compensated for listing them here. This is not an indorsement or advertisement. They are not arranged in any particular order. Please do your own research to find the right fit for your needs. The pricing listed on this page may not be the current pricing offered by these providers, contact them for more information.
FIRE financial coaches take a more comprehensive approach to financial planning, helping individuals to better understand their overall financial situation. Financial coaches typically aim to provide a more holistic understanding of personal finance. This includes exploring spending habits, budgeting, debt management, and investment strategies.
While the pursuit of financial independence and early retirement (FIRE) is a common goal for many, the path to achieving this goal can vary greatly from person to person. A financial coach can assist individuals in exploring different options and approaches to reach their FIRE goals, ultimately empowering them to make informed decisions about their finances.
Certified mortgage planners offer a more comprehensive approach to mortgage planning by taking into consideration a person’s overall financial goals, including FIRE. Unlike traditional mortgage brokers who focus solely on the transaction, certified mortgage planners are equipped with a deeper understanding of the financial landscape, including tax implications, real estate investment planning, and cash flow analysis. They can be considered as financial planners for mortgages and can effectively structure a mortgage that aligns with a client’s FIRE goals.
With multiple paths to FIRE, a good mortgage planner can help clients achieve their financial independence and retire early dreams by understanding their FIRE needs and asking the right questions.
ADDITIONAL DISCLAIMER: The individuals and companies listed on this page are for informational purposes only. We do not provide any advice, nor does it endorse any of the listed professionals. We encourage our visitors to make their own decisions about who to contact and what services to use based on their individual needs and preferences.
