United States
We have recently begun to work with our current planner, Kimberly C. She has been fantastic to work. She listens to our needs, asks insightful questions to clarify intent and is actively adding suggestions that we need to be considering. We both leave each discussion with follow ups and feel inspired that we can reach and exceed our goals!
Kimberly took an in depth discussions that really covered all facets of our financial situation and our goals for the future. We had some recents changes that she helped evaluate the impact and assess the possibility of early retirement. She provided an initial road map with actions to take to further build out that road map with higher confidence. Great initial meeting with Kimberly!