|
Has anyone used them before? DH and I generally have our financial shit together, we don't need advice on portfolio allocation or how much to put in the 401K. But we're about to find ourselves in a somewhat complicated family situation and although I'm sure we could figure it all out on Google, it would be nice to have some hand-holding from an expert. The figure they quoted us for the review was quite expensive (not surprising, see complicated situation) so before writing the check, I thought I'd look here to see if anyone has any opinions on the quality of their advice?
Thanks in advance! |