What Actually Happened
Mom's planner left, offered lower commission
What I wish I knew
"More about fiduciary fees"
Advice to Someone Facing This Now
If I could tell you one thing
"Consider flat fee for tax and planning"
Regret Score
5/10
Significant downsides.
Complicated feelings about the outcome.
Complicated feelings about the outcome.
Financial Category Average
?%
of Financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
React, question, or discuss this decision.