I recently had an experience with a financial plan...
I recently had an experience with a financial planning service, and while the services offered were comprehensive, the overall experience was less personalized than I had hoped. The website provided a good overview of the services, but I found it lacking in user-friendly features. The team seemed knowledgeable, but I wished for a more proactive and communicative approach from them. While the company's reputation seems positive, my personal interactions left me feeling that there is room for improvement in terms of client experience and engagement. I may consider exploring other options for financial planning services in the future to find a better fit for my needs.