How to get really objective smart $$ advice

sewhappy
Fri, 01 Feb 2013 16:20:41 +0000

OP here. Good insights here. Thanks, all.

What I’m finding is that some Fee-based Financial Planners want to waive the “fee” and charge you a percentage of the funds you invest with them and that they manage. And that feels wacky to me.

I like this idea of finding a fee only FP who is also a CPA.

And yes, first we do need to get really clear on our objectives and then prioritize them.

This getting mature and older thing is not for wimps!