Personal Capital

Hi PFC family!

Simple question here… just curious.

Do you guys just use Personal Capital to keep track of your finances and see everything in one place? Or did any of you actually sign up for their services (hence, pay management fees)? This question stems from me just finishing a complimentary phone conference with one of their advisors/planners/fiduciaries.

Just curious and probably need support to stay the course.

I did ask him, “why don’t I just put it all in TDIF and keep it simple?” He agreed that it would work. And offered their services for tax management strategies down the line.

Thanks =)

Hi Emira!

I’ll cover this in tonight’s office hours (5/5/2021) with the recording available afterwards on the course site!

If you’re not signed up for office hours, you can sign up here.