What if your bank offered FIRE Financial Advisors (in Longmont... or anywhere)?

[HankWilliams]

Hi,
Last week, my wife and I met with a financial advisor at Elevations Credit Union in Longmont, CO.
This is about 3 months into me listening to Jim Collins, Paula Pant, Choose FI, Mad Fientist podcast.

The very nice financial advisor was going through her software program and crunching numbers.
I was being quite and thinking... what would the FIRE folks listed above do?

I emailed this very nice financial advisor a bunch of these podcast and videos about Mr. Mustache. I'm hoping in 2019 that she can help navigate through key FIRE issues like tax/IRA concepts, the 4% rule, etc. (and even concepts like...Tax-Gain Harvesting and the Roth Conversion Ladder... that I'm still learning about... and may or may not need.)

And maybe she could give feedback with the Mad Fientist spreadsheet that I've been working on.
https://www.madfientist.com/financial-independence-spreadsheet/

Question is... how would you feel if your bank was hip enough to give a service... based on FIRE Financial Advise and the advice of the folks I've listed above?

Good for the FIRE community? Pros? Cons?

[JoJo]

How do they get paid?  Most of the people on here want services for free.  This is why there are no FIRE financial advisors.

[HankWilliams]

That's the great dealeo. This credit union offers the service for free (Unless I'm mistaken...).

We talked with the nice lady for an hour and we meet again next week.

[wageslave23]

Generally you get what you pay for. So I would be very skeptical of the quality of her advice.

[Frugancial Advisor]

1. Confirm she is a CFP Professional
2. Ask how she is compensated for her time
3. Insist that your investments remain in Vanguard

If she passes all three, that's a great value to be able to meet with a CFP pro for free whenever you like!!!!