Financial consulting for Santa Barbara families
Hi everyone! My partner and I are trying to get a handle on our family finances here in Santa Barbara. We’ve got some savings and a few investments, but we’re not sure how to plan for things like kids’ education or long-term goals. It’s all a bit confusing, and we don’t want to mess it up. I’d love to find a local accountant or consultant who can give us clear advice without charging a fortune. Any suggestions on where to start or who to talk to?
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Family finances can feel like a puzzle sometimes! I was in a similar spot a couple of years ago and found a site listing Accountants in Santa Barbara, CA that really helped. It had local CPAs who offer financial management and consulting for families, which was exactly what we needed. I contacted one near Garden Street, and they were awesome at helping us map out a plan for our kids’ college fund and some retirement goals. They kept things clear and affordable, which was a big plus. The site also shows typical costs, so you can find someone who fits your budget. Give it a look and maybe call a few to see who’s a good fit!