Tree-dweller
Recycles dryer sheets
- Joined
- Jul 8, 2011
- Messages
- 402
MelBay said:I almost have one. I'm in the process of filling out a ton of paperwork to give to a NAPFA FEE-ONLY planner so she can tell us if we're on track, and I can really be in the Class of 2017. She's not cheap, but it's a heckuva lot cheaper than paying 1% of your portfolio each year to a regular planner. Just can't justify that. We interviewed three of the latter, and I just wasn't impressed.
I did the same about a year before I pulled the plug. I just wanted the warm and fuzzy reassurance of an independent professional that my projections were reasonable. Now I try to stay the course with my asset allocation, with no current plans for advisor intervention - but never say never.