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?