EP 049: Two Planners with Dramatically Different Results
Recently a couple decided to partner with Peak as their advisor/planner and we were reviewing what their former advisor put together for them. At first glance, the former advisor's fees were in line and the investments looked fine, but when we started reviewing the financial plan, what we found out was a little disturbing.
HINT: Finding True Wealth EP 013 would have helped out a lot here.
Nick Hopwood, CFP® and Jim Pilat, AIF® talk about how two seemingly similar planners could yield dramatically different outcomes.
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