So, a new investment services office moved in to town recently, and they have a CFP certified planner on staff, and it's got me kind of wondering if I should call them for a one-time "checkup" of our financial situation. Our portfolio is getting pretty big, and DH and I are always going back and forth about whether we are saving enough or too much for the kids' educations, and I kind of feel like it would be nice to have a third party look at my chosen asset allocation and how I implement it -- kind of give me a thumbs up or thumbs down. However, DH is pretty unconvinced that there's any professional out there who could provide value beyond what we get by doing our own research, especially since we're the ones who know our own goals and things the most intimately.
I know that several of y'all do use planners or investment managers. What services do they provide that help you manage your money better? Bonus points if you're an obsessive researcher (Questioner?!) and/or control freak that doesn't necessarily get peace of mind from just handing it all over to someone else.
I know that several of y'all do use planners or investment managers. What services do they provide that help you manage your money better? Bonus points if you're an obsessive researcher (Questioner?!) and/or control freak that doesn't necessarily get peace of mind from just handing it all over to someone else.
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