Prior to meeting Dale, I used a traditional, fee based advisor for many years. While there was nothing specifically wrong with that arrangement, I started to realize that I was paying an awful lot of money every year for advice that just didn't require a lot of work on the part of my traditional advisor. I wanted to get more involved myself and take more personal control of my money. So I have been working with Dale as a money mentor, and he has been slowly coaching me to do more and more things for myself. It feels really good to understand more about my own money situation, understand how and why to take certain actions, and to know how to take those actions for myself. I've also saved thousands of dollars a year this way; sometimes I wonder what I was even paying for with my original advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.