Saturday, September 12, 2009

Volunteer Needed

** Thanks everyone for reading this and for those who have considered it! A couple of you volunteered and those profiles are being reviewed by the professor for suitability... then on to the real work! Thanks again! **

Blog readers, this is not the kind of thing I normally post, but I need a volunteer for a project I'm doing for school and thought this would be a great way to get the word out. As many of you know, I'm working on a degree in Financial Planning, and this is my last semester (Yippee!!!) During this semester, I will be completing a final project that involves writing a Financial Plan for a real person or family. Only I need to find that volunteer first!

So here's what I'm looking for. I need someone who would like help with at least 2-3 of the following financial goals/assessments:
- Retirement savings
- Education/College savings for you or your child(ren), grandchild(ren), or someone else (niece, nephew, etc.)
- Saving for one or more financial goals of any size: vehicle purchase (car, minivan, boat, RV, etc.,) big vacation, first home, vacation home, private island, lear jet, etc. (If you can dream it, I will be happy to help you plan for it!)
- Insurance analysis & planning: auto/home/life/health/long-term care, etc.
- Analysis of current financial position and cash flow

Other requirements:
- Must live within or near the San Diego area (sorry, I know a couple of my out-of-town readers were already hoping they'd be picked!)
- Must not be a family member (sorry, Mom!)
- Will need to be available to meet with me a few times over the course of the semester

One further note: Sharing your financial information is something you should rightfully be cautious about, and I promise you and your information will be treated with utmost confidentiality, including the fact that no information about the identity of you or your family or information about your situation will be discussed in a public forum of any kind including this blog. However, since this is an educational project, it will be reviewed by faculty at SDSU (because you want me to graduate, right?)

If you are interested in considering this opportunity, please e-mail me at RJLRebo at gmail dot com . If you know of someone else who may be interested, please feel free to pass on this link!
If possible, please contact me by Wednesday September 16. I will update this post (at the top) when a volunteer is selected.

Thanks so much for taking time to read my request!
Originally posted at:

1 comment:

  1. Darn!! I was so excited until I read the other requirements.