GreenEggs
Recycles dryer sheets
- Joined
- Jul 6, 2019
- Messages
- 262
It's been a few years for us. At the time, here's how it went for the free advice:
We made an appointment, and we had to fill out a few quesitons, and we were asked to put all of our outside Vanguard stuff into the "OTHER" section of the dashboard. Here you can track non-VG assets (a handy feature too). I think we also had to give permission for the CFP to see our entire dashboard.
We had the meeting, he looked at our balances in asset classes, taxable vs. non-taxable, and domestic/international.
We had a nice discussion about those items and he gave some advice, which was actually pretty good.
Nothing written down, no booklet or plan, etc. Mostly, advice on how to keep these things in balance and to watch our portfolio analysis view.
Same here. I do have a Vanguard representative that I can usually reach directly. She invited me to lunch or a coffee sometime, since their office is local.
But, as for ongoing advice that is for a fee. The free one-time consult was just a general chat about diversifying the portfolio.
Maybe they offer more perks when you reach 8 figures.
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