Dana here. With the firm's growth, my responsibilities have expanded, and I cannot work directly with new clients as I am out of capacity. While I wish I could clone myself, the next best option I’ve found is to design an entire process - which everyone here uses. It is critical to me to build a firm of W-2 employees (whereas many firms have independent contractors) so that we can require people to follow processes that are best practices for retirement income planning. We have incredible planners who are as thorough and detailed as I am! You can visit our website at Sensiblemoney.com to learn more.
Can we work with Dana to know if we are on track with our retirement goals?
Dana here. With the firm's growth, my responsibilities have expanded, and I cannot work directly with new clients as I am out of capacity. While I wish I could clone myself, the next best option I’ve found is to design an entire process - which everyone here uses. It is critical to me to build a firm of W-2 employees (whereas many firms have independent contractors) so that we can require people to follow processes that are best practices for retirement income planning. We have incredible planners who are as thorough and detailed as I am! You can visit our website at Sensiblemoney.com to learn more.
@@Sensiblemoney I appreciate the response Dana. Will do. Thank you.