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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous]OP here - we have never really had a financial planner.  I am always skeptical especially since they probably want to manage your assets.

My wife doesn't really want to "budget" either.  I have asked several times in the past but it's gone nowhere (like other than a very basic budget with a few line items).  It's not going to happen so i don't ask really anymore.

But she's not a huge spender.  that's kind of her version of a budget.

[/quote]

She's not a huge spender but she wants to spend 700k/year?

Is this a troll at this point? [/quote]

well, spend the after tax amount of 700k.

she doesn't spend that now.  she wants to spend that.  we save money.  that's how we got 9-10mm.

essentially she wants to spend an extra $50-100k a year.

housekeeping each week instead of every week
dropping off all laundry
drinking $100 bottle of wine instead of $40
getting a massage 2x a month
taking an Uber more often.
Nicer clothes.

stuff like that.  [/quote]

Your math isn't quite mathing here.  Which is why you should consider seeing an accountant or similar.[/quote]

can you explain?[/quote]

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