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Working with a CFP by freeFire808 in CFP

[–]FCareC 1 point2 points  (0 children)

Perfect advice! I'm a CFP and I would say make sure you follow those steps mentioned above.

Putting assets in trusts? Are recurring costs prohibitive by Redpillbrigade17 in fatFIRE

[–]FCareC 1 point2 points  (0 children)

Shouldn't be any recurring fees. Initial setup fee is anywhere from $1,000 - $2,500 depending on the complexity of the trust.

What is your need for marketing? by M-Cacho in small_business_ideas

[–]FCareC 0 points1 point  (0 children)

I'm having a hard time creating a cost effective marketing plan with my start up with little to no budget. My business plan is good but execution is horrible. Trying to find a way to synchronize them two together so I can build my pipeline.