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07-28-2017, 01:51 PM
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#41
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Thinks s/he gets paid by the post
Join Date: Mar 2017
Location: New York City
Posts: 2,838
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A one hour free consultation, wow good deal.
__________________
Withdrawal Rate currently zero, Pension 137 % of our spending, Wasted 5 years of my prime working extra for a safe withdrawal rate. I can live like a King for a year, or a Prince for the rest of my life. I will stay on topic, I will stay on topic, I will stay on topic
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07-29-2017, 07:55 AM
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#42
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 75
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She already has a few hours into it before we meet next week. Expecting her fee to be about $7.5K now.
We'll see
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Professional Assistance Reccomendation
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07-30-2017, 10:33 AM
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#43
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 75
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Professional Assistance Reccomendation
Received an email with suggested dates/times of our meeting this week. In the email she asked that I give some thought to the possibility of giving her rights to the s-sheet for her to use for other clients (once she scrutinizes it).
Hoping this will defray some of the costs of her work.
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07-30-2017, 10:46 AM
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#44
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Thinks s/he gets paid by the post
Join Date: Mar 2017
Location: New York City
Posts: 2,838
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I enjoy the updates, you might be onto a multi million dollar idea, keep us updated.
__________________
Withdrawal Rate currently zero, Pension 137 % of our spending, Wasted 5 years of my prime working extra for a safe withdrawal rate. I can live like a King for a year, or a Prince for the rest of my life. I will stay on topic, I will stay on topic, I will stay on topic
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07-31-2017, 08:57 AM
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#45
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 75
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Hired her.
$1950 for first phase of work. Includes s-sheet analysis and overall assessment of strategy.
Work commences week of 8/17.
She gets rights to s-sheet.
Ongoing updates/advisory services to be priced separately after initial work is complete.
Will decide if I buy those services after I see how she does with phase 1.
She already pointed a couple small errors in my s-sheet.
I think I found a winner.
We'll see how things look after she completes her work.
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07-31-2017, 09:08 AM
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#46
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Thinks s/he gets paid by the post
Join Date: Mar 2017
Location: New York City
Posts: 2,838
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Nice, Whats phase 2 about?
__________________
Withdrawal Rate currently zero, Pension 137 % of our spending, Wasted 5 years of my prime working extra for a safe withdrawal rate. I can live like a King for a year, or a Prince for the rest of my life. I will stay on topic, I will stay on topic, I will stay on topic
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07-31-2017, 09:18 AM
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#47
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 75
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 Quote:
Originally Posted by Blue Collar Guy
Nice, Whats phase 2 about?
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The ongoing updates and advisory services I mentioned.
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07-31-2017, 11:27 AM
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#48
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Thinks s/he gets paid by the post
Join Date: Mar 2013
Location: Coronado
Posts: 3,706
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Great! I'm glad you found someone who can do the work you need.
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07-31-2017, 11:32 AM
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#49
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,420
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You did the work, you're paying her and she gets the IP rights?
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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07-31-2017, 11:49 AM
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#50
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2013
Posts: 11,078
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Quote:
Originally Posted by marko
You did the work, you're paying her and she gets the IP rights?
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+1
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Professional Assistance Reccomendation
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07-31-2017, 01:40 PM
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#51
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 75
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Professional Assistance Reccomendation
Quote:
Originally Posted by marko
You did the work, you're paying her and she gets the IP rights?
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I only started the work.
Plus who would buy it from me? I'm not a CPA, CFP or EA.
The fact that I got a discount on her services for it is more than I ever expected.
Keep in mind that she is like the 10th CFP to see it and the only one who took any interest in it.
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07-31-2017, 02:26 PM
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#52
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Recycles dryer sheets
Join Date: Jul 2017
Posts: 75
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Quote:
Originally Posted by cathy63
Great! I'm glad you found someone who can do the work you need.
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Have to give thanks to some of the people in this thread who offered advice on the type of credentials I should be looking for in a pro....definitely steered me in the right direction.
Thanks to you all.
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07-31-2017, 06:42 PM
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#53
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,420
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Quote:
Originally Posted by ivanl3
I only started the work.
Plus who would buy it from me? I'm not a CPA, CFP or EA.
The fact that I got a discount on her services for it is more than I ever expected.
Keep in mind that she is like the 10th CFP to see it and the only one who took any interest in it.
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Just hoping you haven't given away a potential million dollar tool.
At worst, I would've negotiated a license to her. But YMMV.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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07-31-2017, 06:51 PM
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#54
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Sep 2005
Location: Northern IL
Posts: 26,896
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Quote:
Originally Posted by ivanl3
I only started the work.
Plus who would buy it from me? I'm not a CPA, CFP or EA.
The fact that I got a discount on her services for it is more than I ever expected.
Keep in mind that she is like the 10th CFP to see it and the only one who took any interest in it.
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Sounds like win-win to me. Even if she makes the proverbial million $ with it, so what (and it is very unlikely)? It sounds like you would not have been able to take it that far, so good for her, good for you.
-ERD50
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07-31-2017, 06:56 PM
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#55
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,420
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Quote:
Originally Posted by ERD50
Sounds like win-win to me. Even if she makes the proverbial million $ with it, so what (and it is very unlikely)? It sounds like you would not have been able to take it that far, so good for her, good for you.
-ERD50
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The Winklevoss twins might beg to disagree, but...... good luck!
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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07-31-2017, 07:34 PM
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#56
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Thinks s/he gets paid by the post
Join Date: Mar 2017
Location: New York City
Posts: 2,838
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Quote:
Originally Posted by marko
The Winklevoss twins might beg to disagree, but...... good luck!
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I had to google those twins. Champion rowers, nice, but not my sport, doubt Ill ever see them at the local Bocce Ball court. Owns 1 % of Bitcoin, nice, after reading about bitcoin mining and such,I am still clueless how I can pay my house taxes with them if i had them. Got 65 Million from suing Mark Zuckerberg, nice, I dont even have a Facebook account. I keep expanding my horizons in here.
__________________
Withdrawal Rate currently zero, Pension 137 % of our spending, Wasted 5 years of my prime working extra for a safe withdrawal rate. I can live like a King for a year, or a Prince for the rest of my life. I will stay on topic, I will stay on topic, I will stay on topic
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07-31-2017, 07:50 PM
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#57
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2011
Posts: 8,420
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Quote:
Originally Posted by Blue Collar Guy
I had to google those twins. Got 65 Million from suing Mark Zuckerberg, nice, .
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History if full of people who came up with a million dollar idea and either gave it away or had it stolen from them. Google Philo Farnsworth for an interesting account.
The Winklevoss' had hired Zuckerberg to work for them on a project eerily similar to what is now Facebook; it gets tediously shady after that.
I don't care either way, but, I would've licensed the s-sheet rather than just given the rights away. You just never know.
__________________
Living well is the best revenge!
Retired @ 52 in 2005
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07-31-2017, 08:01 PM
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#58
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Thinks s/he gets paid by the post
Join Date: Mar 2017
Location: New York City
Posts: 2,838
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Quote:
Originally Posted by marko
History if full of people who came up with a million dollar idea and either gave it away or had it stolen from them. Google Philo Farnsworth for an interesting account.
The Winklevoss' had hired Zuckerberg to work for them on a project eerily similar to what is now Facebook; it gets tediously shady after that.
I don't care either way, but, I would've licensed the s-sheet rather than just given the rights away. You just never know.
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His backers had demanded to know when they would see dollars from the invention;[27] so the first image shown was, appropriately, a dollar sign  And he had a sense of humor
__________________
Withdrawal Rate currently zero, Pension 137 % of our spending, Wasted 5 years of my prime working extra for a safe withdrawal rate. I can live like a King for a year, or a Prince for the rest of my life. I will stay on topic, I will stay on topic, I will stay on topic
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