Web based CFPs
Terry,
I see a few, new to me, firms like Facet Wealth. What is your opinion of these types of organizations? I like the fee based CFP, and have used your tools, but have not found one that over a years is at all proactive. They take the $6K do the plan, and say reachout if you have any questions. I own a small company and see a benefit of have a firm that has a CFP, accounting, and tax planning. I value your opinions. Thank you!
Terry Says
The ONLY way I recommend a FEE-ONLY, FIDUCIARY planner is through Wealthramp.
Please click on this link to learn more and watch the video.
You will be carefully matched with a vetted CFP who matches your needs.
