My brother needs to move from MI to AZ so he can be near his children. He has just gone through divorce and bankruptcy and has a hard time with budgeting. (Especially now that child support is in the mix.) Is there such a thing as a "personal banker" who could pretty much help him budget for an apartment (and such) if he makes this move to AZ? If so, what is the proper term for a person like that so we can search better? We need to do better searches and find out how much a person like that would cost.
2007-07-21 10:22:26 · 2 answers · asked by Jenny~♥ 5 in Business & Finance ➔ Personal Finance
A personal banker is not what you are looking for. You need a CFP.
2007-07-21 10:32:13 · answer #1 · answered by scottsmylie 5 · 0⤊ 0⤋
Banks that use the term "personal banker" usually mean a salesman in the personal banking department. They don't do what you're asking for. See
http://www.cfpboard.org/search/
2007-07-21 10:54:26 · answer #2 · answered by Ted 7 · 0⤊ 0⤋