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[quote=Anonymous]I have not used it personally but the fee-only planner I use today did not give me a comprehensive plan like the sample on this website! I created one myself. I think it's a great service. If I were to use them, I'd ask the following questions: 1. What type of planner do I get? Are they CFAs or otherwise certified? Can I get a name before I decide or at least a sample profile? 2. What are their typical recommendations for money management? Do they tell you what to invest in or just say that you should be 80% in stocks? Worst case scenario, spend the $300 and get the financial plan. if not happy with the options, move on. But then, teh monthly cost is only $19. Good luck! If you do decide to use them, please share your experiences.[/quote]
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