You don’t have to move your investments to get the help you’re seeking. There are “advice only” financial planners who charge either hourly or a one time fee for a plan. Some focus on DIY investors. So you can get the answers/education you need without a long term commitment. Check out Napfa.com or XY Planning Network have search tools to help find one.
Educational-Buddy927 t1_j2b5lum wrote
Reply to Edward Jones sold me by Cautious_Second7321
You don’t have to move your investments to get the help you’re seeking. There are “advice only” financial planners who charge either hourly or a one time fee for a plan. Some focus on DIY investors. So you can get the answers/education you need without a long term commitment. Check out Napfa.com or XY Planning Network have search tools to help find one.