Quality Advice on Overall Financial Picture?

[Gunnar F.]

Hi, all.

I have a great money guy (I send him my cash and he invests it, achieving great returns since 1997), a great tax accountant, and a great insurance adviser. But I feel I would benefit from the counsel of a kind of overall financial adviser or coach who might be able to spot gaps and give broad advice based on assessing my overall financial picture. The problem is that most professionals I have encountered who might possess this expertise want to sell me investment services, accounting services or insurance as this is how they tend to be compensated. I also don't want to receive advice that skews toward anyone's particular product range.

Would appreciate any ideas for the kind of resource I seek.

[Gunnar F.]

Thanks a million, James, for the sanity check. I will take you up on that asap. Another idea I had is to reach out to a respected personal finance blogger for some hourly coaching. Take care!