I dug into her background and read more info on her primary referrals. They may be OK for someone else but not for me so I am going to pass. Sigh!
As an example sample.
"WCP’s focus is on providing comprehensive financial planning and asset management services to
clients in accordance with each individual client’s needs. WCP does not offer financial planning as a
standalone service."
So much for a supposedly fee only financial planner which I had indicated is what I wanted in my info.
__________________
"No one is more hated than he who speaks the truth." Plato
“To argue with a person who has renounced the use of reason is like administering medicine to the dead.” Thomas Paine
Last edited by manaboutown; 06-02-2025 at 06:27 PM.
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