Comments on: Does the Vanguard Personal Financial Plan Work for Small Business Owners? https://evergreensmallbusiness.com/does-the-vanguard-personal-financial-plan-work-for-small-business-owners/ Actionable Insights from Small Business CPAs Thu, 27 Jun 2019 20:24:13 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: Steve https://evergreensmallbusiness.com/does-the-vanguard-personal-financial-plan-work-for-small-business-owners/#comment-1314 Wed, 26 Nov 2014 23:46:53 +0000 http://evergreensmallbusiness.com/?p=1232#comment-1314 In reply to Scott.

The process works pretty simply… you fill out an online questionnaire… then a few days later you get a report… and a little while after that a Vanguard CFP does a skype call with you to go over the results and any questions.

For free, it’s a great deal. Even for a few hundred bucks, it’s a bargain.

]]> By: Scott https://evergreensmallbusiness.com/does-the-vanguard-personal-financial-plan-work-for-small-business-owners/#comment-1313 Wed, 26 Nov 2014 23:33:42 +0000 http://evergreensmallbusiness.com/?p=1232#comment-1313 Thinking about getting a financial plan from vanguard. How did the process go? Skype or just telephone conversation ? Multiple conversations?

Thanks!

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