Finally got a piece of the pie!
I earned my Flagship merit badge a few years ago, but haven’t really taken advantage of any services. I did download Turbotax one year because I love free stuff, but I use a CPA so it didn’t do me any good.
It might be fun to get in touch with a CFP and create a financial plan. Why not if it’s free?
Finally got a piece of the pie!
I earned my Flagship merit badge a few years ago, but haven’t really taken advantage of any services. I did download Turbotax one year because I love free stuff, but I use a CPA so it didn’t do me any good.
It might be fun to get in touch with a CFP and create a financial plan. Why not if it’s free?
While I don’t doubt that has value for some people, I don’t think I’m going to get much value out of it. And it costs my time if nothing else.
My parents went and got their free financial plan. The CFP told them they were doing great and must have a wonderful advisor.
If you guys got financial plans from Vanguard it would make a great post describing the process. I originally read about it on the Finance Buff before I did it.
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