SFGateboy Posted Monday at 11:00 PM Posted Monday at 11:00 PM 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!
Lotus-eater Posted 17 hours ago Posted 17 hours ago Bogleheads tend to like PlanVision, which is a good endorsement.
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