Find The Right Fit (Draft)
Based on your answers, it looks like we are probably not a fit.
Here are some great resources for finding a planner:
Fee Only Planner Networks
- XYPN
- NAPFA
- ACP
Fee Only Network
- Flat Fee Firms
- Andy Panko’s List
- Flat Fee Advisors
Pieces I’ve Written on How to Find a Planner
- CAM PDF GUIDE
- Chapter X of BTB
If the above prove insufficient, email me at [email protected] with your specific
concern or question about finding the right planner and I will try to help!
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