- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Coaching Changes
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
Facet Wealth
Posted on 9/27/23 at 8:57 pm
Posted on 9/27/23 at 8:57 pm
I’ve never posted on this board before, so I’m okay with all of the downvotes.
My wife and I have been lucky enough to come on some extra cash of late (emergency fund fully funded for 6 months, just extra cash flowing right now), but have no idea or time to figure things out ourselves in what to do with our extras.
They seem to have a different business model than most I’ve ever looked at, so I just wanted to know if anyone has experience or thoughts on what they do?
I can give more details if needed, but 3 kids 5 and under without real knowledge on this stuff is hard to know what is needed.
My wife and I have been lucky enough to come on some extra cash of late (emergency fund fully funded for 6 months, just extra cash flowing right now), but have no idea or time to figure things out ourselves in what to do with our extras.
They seem to have a different business model than most I’ve ever looked at, so I just wanted to know if anyone has experience or thoughts on what they do?
I can give more details if needed, but 3 kids 5 and under without real knowledge on this stuff is hard to know what is needed.
This post was edited on 9/27/23 at 8:59 pm
1
Posted on 9/27/23 at 9:06 pm to NOLA1128
Never heard of them, but quick Google turns up some good info.
Flat fee and all their planners are fiduciaries sounds promising.
Probably just boils down to if you are comfortable with their fees
Flat fee and all their planners are fiduciaries sounds promising.
Probably just boils down to if you are comfortable with their fees
Page 1 of 1
Popular
Back to top
Follow TigerDroppings for LSU Football News