Personalized financial planning in 15 minutes: A review of the new Schwab Plan offering

Gone are the days when professional financial planning was limited to inside the walls of a CFP’s office or over a 1:1 phone call. Schwab’s latest digital service, the Schwab Plan, offers self-guided, personalized financial planning, complimentary to its clients across all retail divisions. Plus, there’s no minimum asset requirement. As a recent college grad just entering the world [...]