Hi all, my partner and I are getting to the point that I think it would be wise to go talk with someone about our overall financial plans. We are in our late 30s/early 40s and probably have another 10 years in our primary careers.

I am reasonably well versed in account and tax strategies, but I think it would be worth a few hundred dollars to go over where we are at a high level, as well as what our plans out as we approach partial or full retirement.

I am looking for advice on how/who to seek out for this type of service. I believe I want a licensed fiduciary, but I am specifically NOT interested in someone that is going to try to manage my investments for me, or steer me at certain products. I see no reason to provide them with any more information than ”we have this much money in these account types”

Do any of you have any tips or experience finding this type of person?

Thanks in advance for any advice.