u/Salty_Lettuce149

I won't mention this specific advisor's name. Pretty much all the advisor did was seem very NON personable, NEVER once asked us for our goals, never really gave any guidance; bare minimum suggestions verbally but literally nothing written in a plan other than the downloadable PDF that was the software creates. The "advisor" view is pretty much copied and pasted from one of our other scenarios. I'm really not seeing the value in the $$ we spent for the session other than they confirmed our plan will "likely" work if we are flexible in case of a severe market downtown. Um, ok thanks?

Anyone else have a super lukewarm experience? I really don't feel more prepared or more confident. Still fuzzy on lots of details.