Schwab Comprehensive Plan

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
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Topic Author
AK59
Posts: 140
Joined: Fri Aug 16, 2019 7:52 pm

Schwab Comprehensive Plan

Post by AK59 »

Looking to see if any bogleheads have used this service before?

My wife and I have a portfolio that we are looking to have some questions answered on. Our portfolio is fairly straightforward, but we don't have clearly defined goals; when we want to retire, how much we need/want in retirement, are we on track, etc.

I was pointed to this service (cost is $300) and it seems alright, but I just don't know much.

Can any offer any experiences?
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