What are you trying to get out of it?

What are you trying to get out of it?
by Dutch (2024-04-24 12:41:17)

In reply to: Financial/Retirement Planning SW for Individuals posted by btownirish

What does your current financial planner do that you find valuable, and why do you want to make a change.

I ask all of this as honest questions. Personally, I've never felt the need for a financial planner or similar software.

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