Willers
Full time employment: Posting here.
- Joined
- May 13, 2013
- Messages
- 735
The majority of our assets are with Vanguard and DW is less than interested in managing them. I have a binder written for her to help her should I pass away before she does, but the transition might be tough for her.
One idea I had was for her to actually visit the VG Scottsdale office (reasonably close to where we live) to have someone there walk her through the account consolidations and the accounts we have in place. I'm not sure she will be comfortable managing this over the phone.
Does anyone have experience with their office?
One idea I had was for her to actually visit the VG Scottsdale office (reasonably close to where we live) to have someone there walk her through the account consolidations and the accounts we have in place. I'm not sure she will be comfortable managing this over the phone.
Does anyone have experience with their office?