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by tedfine
Mon Feb 22, 2016 11:07 am
Forum: General questions and comments
Topic: CFP who uses FRP regularly
Replies: 0
Views: 10816

CFP who uses FRP regularly

We'd like to hire for a few hours of consulting a CFP who uses FRP regularly with his or her clients. Our current CFP who manages our 6 figure portfolio uses some "big box" software to generate one report at a time. (How 20th century of him, no?!) We want a more interactive, DIY approach. We'd like ...