Considering engaging PlanVision for personal finance guidance, and I wanted to see if anyone else has had any experience working with this group before signing up. I've watched a few videos of Mark Zoril, and I appreciate his no-nonsense, straightforward attitude.
Ideally would like someone either gay or with experience working with gay couples, but I also recognize that our financial situation isn't super complex, so it's not a dealbreaker.
Thanks!