I offer investment management and financial planning as a flat-fee retainer program. I relocated from California to Wisconsin in the middle of 2018 and spent the last 1 1/2 years setting up my new home and registering with Wisconsin to begin looking for new clients here. Current income is about half of what it was while in California as a large portion was from one-time financial planning clients that did not want money management. Currently, I am just servicing the money managed clients I had in California that were comfortable working with me remotely. Now that I am able to work with new clients in Wisconsin, I am looking to either buy, merge or join another practice that needs Certified Financial Planners. Being a rainmaker is not my strength, taking care of clients and preparing financial plans are.