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Thanks for requesting this guide. I wrote this to help you make better choices when choosing to hire (or not hire) an advisor. Let me show you an example of this guide being a success:
Chris,Based on your very helpful guide, we figured out my mom is an extreme do-it-yourself-er!So I was wondering if you were interested in helping on an hourly basis to create a portfolio for her. She just moved her retirement income to Vanguard ($1.2m) and wants an EFT based strategy for her Vanguard account where she is about to invest $300,000.She trusts Vanguard but not to create a good mix for her, I remembered you had great ideas when we talked. She’s retired, but taking the minimum each year, as she wants to invest wisely for her estate. Hence the Stretch IRA’s inquiry last month.Please let me know if it’s something you are interested in doing.Thanks!