After 45 years in the profession, John Sestina, one of the first fee-only financial planners, says he’s finally come up with a system for serving clients with simple financial planning needs for just $1,000. Asset management is also offered on a sliding scale fee on top of the planning fee, but there is no minimum investment required to get a financial plan from a CFP designee using his system. And Sestina is offering his system to other planners.
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