[skipgs911]

ADDED NOTE BASED ON RESPONSES: the person in question is specifically amenable to sitting down and talking to a professional financial planner, whether in person or virtually. Using a banker will not suit this situation. If you can post a specific recommendation with a link, thank you.

THE ORIGINAL MESSAGE:

The request is for a recommendation for a financial planner who provides really basic advice on budgeting, saving and the fundamental approaches one must take as an adult today to logically use and preserve one's income. As they are unlikely to be exactly where the intended client is, someone with a virtual capability would be ideal.

Sure, most such financial advisors will provide basic advice to varying degrees. However, in my experience, most are mainly focused on moving the conversation to investment products. While investment advice will also be OK here, the main need here is more basic.

The reason is that I have a family member who is a train wreck with respect to basic household financial management. She frankly needs to hear some fundamental advice from a paid pro as she is not the kind of person who takes personal advice well.

Thanks!