Putting your financial plan into a simple table helps you focus on the major blocks and see where you are.
Vanguard Financial Plan Review: (4) Worth It?
Conclusion on whether the Vanguard Financial Plan is worth the time and cost and who should consider using it.
Vanguard Financial Plan Review: (3) The Consultation
Detailed review of the consultation with a CFP professional from Vanguard, as a part of the Vanguard Financial Plan service. See how Vanguard CFP answered each question.
Vanguard Financial Plan Review: (2) The Plan
Detailed review of the written plan provided by Vanguard as a part of its Vanguard Financial Plan service. Breakdown by section what the plan includes and doesn’t include.
Vanguard Financial Plan Review: (1) The Questionnaire
Detailed review of the questionnaire used in the Vanguard Financial Plan service. See what it includes and doesn’t include.