@foxholm.bsky.socialFor many households a retirement plan is a snapshot, out of date within a year or two. Most plans fail because nobody looked again, and a scheduled review is a fixed cost either way.
https://foxholm.com/services/periodic-investment-consulting/
#RetirementPlanning #AdviceOnly
@foxholm.bsky.socialMost people near retirement have run their own accounts for thirty years. Many want a plan for the next thirty, a second set of eyes on it, and every account left in their own name.
@foxholm.bsky.socialFor many people the financial question in front of them is a bounded one: a pension election, a conversion amount, a claiming date. Each has a numeric answer, billed by the hour.
https://foxholm.com/services/hourly-consulting/
#FinancialAdvisor #AdviceOnly
@foxholm.bsky.socialOne question sorts most advisor relationships: what happens to the advisor’s pay if you move the money. Foxholm Financial is not paid on the balance. The cost is your time, since nobody does the work but you.
https://foxholm.com/advice-only-network/
#AdviceOnly #FinancialPlanning