I like the AssetBuilder site mostly because of the wealth of Scott Burns articles it contains. He's one of the all-time greats of personal finance writing. Otherwise nothing special about the company, IMHO. They offer DFA fund portfolios for a % of assets that's cheaper than most, but nothing special given that you can access the same funds (and better advice) cheaper elsewhere it you want to go that route.
The advice the FA here offers completely fails to take into account either the age or the risk tolerance of the client. That's pretty inexcusable. Has he never even heard of age-in-bonds? She's nearly 70 years old and made it clear she's risk averse. She'd be far better off just sticking everything in Vanguard Target Retirement Income or Wellesley. And why put up with volatility she can't handle when there are any number of portfolios that match the returns of the three-fund portfolio the FA recommends with far higher SWR's and much less volatility. Off hand how about the Golden Butterfly, Pinwheel, Merriman Ultimate or (ideal for someone her age) Larry Portfolio, all shown at this site (where one can compare the with the 3 fund to prove the case):
https://portfoliocharts.com/portfolios/