Page 1 of 1

CFP who uses FRP regularly

Posted: Mon Feb 22, 2016 11:07 am
by tedfine
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 to hire a CFP to spend a few hours reviewing our current portfolio as well as do some screen sharing and discuss how best to use FRP.

We want to review how we're currently using FRP (assumptions, projections, scenarios, etc.).

If you might be available, please reply via PM rather than directly to this posting so that this doesn't become a spam thread.