Look for three things: fiduciary status (legally required to act in your best interest), fee transparency (know exactly how they're compensated), and specialization in your stage of life (retirement planning is very different from wealth accumulation).
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What we're actually building
The point isn’t the portfolio.
The point is the garden, the grandkids, the long lunch on Tuesday with no agenda. The plan is just the thing that makes the rest possible.
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