Episode Details

On this week's episode:  Should I leave my financial advisor?

• What are your options?
  • Balanced Mutual Fund
    • Ex: Vanguard Welling Fund Admiral Shares
  • Robo Advisors
    • Vanguard Personal Advisor Services
    • Betterment
  • Traditional Financial Advisor
    • Find an Advisor
  • Vanguard's Advisor Alpha 
• What we believe a great financial should do: The 4 C's
  • Competence
  • Coaching
  • Continuity
  • Convenience
• There is a spectrum of advice .... what is right for you?
• Don't overpay for the level of advice you want
  • Ex: Pay 1% of investment management when you can get investment management for .25% 

LET'S CONNECT!

James

• Facebook
• LinkedIn
• Website

Scott

• Facebook
• Twitter
• Website

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