We started working with a planner several years ago and have our retirement plans and insurance set up. We get calls or emails from our planner every few months with requests to set up another meeting. We haven't responded to many of these because 1) we're busy people, 2) we don't have any pressing concerns/needs at the moment, and 3) frankly, we find him a bit irritating. How often is normal to meet with your planner? Also, is it ok to request to work with a different planner from the same firm?
Submitted April 11, 2019 at 07:05PM by woofyparade http://bit.ly/2Ic2AS5
