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Message
re: Financial Advisor Meeting
Posted on 11/20/19 at 5:16 am to tigersfan1989
Posted on 11/20/19 at 5:16 am to tigersfan1989
quote:
I've been going back and forth if I would rather pay a fee only and get a plan put together that I could follow or pay on a continuing basis with annual follow ups.
Think about it like this:
If you wanted to lose weight and get in shape would you be the type of who pays a trainer to write a workout guide and nutrition plan and then you follow it to a “T”?
Or would you hire the trainer to work with you on a weekly basis to help push you and give you accountability?
It’s all about what you think gives you the best probability of achieving your financial aspirations and goals. If you think you’d have the discipline to follow that written plan yourself- day in and day out- then pay for the plan.
If not, pay the ongoing fee. There’s no point in having someone just draw the blueprints if you aren’t going to follow them.
This post was edited on 11/20/19 at 5:17 am
Posted on 11/20/19 at 7:23 am to AugustaTiger
Yea I wouldn't have a problem sticking to the plan if it was laid out. Its not so much that I need someone to keep me in line I just need some guidance on where all to put in what retirement accounts and how I can pull out these accounts at retirement the most tax efficient and reducing withdrawal penalties.
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