I am glad that you now have a positive experience. Also $299 is for first year. Then it is $96/year after that. Please let us know whether your experience is positive after the meeting with Jason.Mark and Sal control Jason's schedule for Roth Conversion (meaning I can't do that on my own)I think you just go online and pick the person that you want to book an appointment with.Hopefully they will let me book with Jason. I also found a local CPA i will do a 10 min consult with next week.
I appreciate all the kind words of wisdom, hearing things repeatedly helps with absorption of the facts.
Good news is Sal sent me a video answering all my questions (which by now I had figured much of it out) and SENT me so many reports from our past two meetings...like Roth conversion analysis and 10 other scenario type things we went over and NOW have data for (a technical issue had stopped them from being shared with me , even though he had sent them)
Also, Plan Vision isn't $100 anymore...it is $299. Price is still great but the price for my time means a lot... I am just glad Plan Vision is going much better now and I don't have to start over. Pralana sounds great but I am ready to be done with this constant planning mode for a while and going back to living life.
Sal also will open Jason's Roth/tax planning calendar for me. Looking forward to that.
Statistics: Posted by student — Mon Jul 15, 2024 11:42 am — Replies 58 — Views 2648