Personal Finance 101
Asked by Anonymous
Asked on 05 Jan 2020
Is it trustworthy? Should I bother looking into them and possibly engaging in their services?
It's free so if you have time it doesn't hurt to poke around. Agree with other poster, 15 minutes is an impossible promise for a thorough job, but at least you learn steps and thought process involved.
Top Contributor (Jan)
The word "complete" doesn't match "15 minutes" to me. Professionally, I have been working in the financial services and estate planning industry for 9 years now and I have conducted so many comprehensive financial portfolio reviews for my clients - ranging from cashflow analysis and all the way till legacy management.
Sad to say, I have never been able to complete much in 15 minutes, even when client is willing and able to provide me with all the necessasry information in a timely manner.
Here is everything about me and what I do best.