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Reply to "did you interview more than one financial advisor?"
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[quote=Anonymous]Our financial advisor will happily do a one time plan for us and then just refresh as needed, we can just move the investments into what he suggests. However, after several meetings with him, we decided to have him manage our funds (he does passive investing, so it's not like he's moving stuff around much), and it has been the best decision. The reason I say that is because it keeps us much more disciplined in staying on track with adding to investments, not letting too much sit in cash (our bias), etc. While we're paying a few grand a year in fees, and we could theoretically be getting the same returns by managing it ourselves, long term we will be better off because of the psychological impact on us of paying attention and having a "coach" that keeps us striving to invest more. [/quote]
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