04-14-2019, 10:35 AM
I'm not aware of any excellent site or spreadsheets along the lines you're seeking, sorry. I'm always frustrated by such things because they always seem to be too high-level or generic. I often try to build my own spreadsheets and models, with very mixed success. But I do think that custom is probably the best way to go.
Has anyone worked with a planner? I've toyed with that idea too. I'd never put assets under someone else's management. But I wouldn't mind paying to have some discussions with someone knowledgable about my specific circumstances. Problem is finding the right person who is smart enough and not conflicted in some way.
Has anyone worked with a planner? I've toyed with that idea too. I'd never put assets under someone else's management. But I wouldn't mind paying to have some discussions with someone knowledgable about my specific circumstances. Problem is finding the right person who is smart enough and not conflicted in some way.