Never Accept a CFP’s First Fee -- Follow these steps.

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Издатель Sep 26, 2026

Once you have found a CFP worth hiring, the first fee they quote does not necessarily have to be the final fee. Drawing on decades of negotiating union and supplier contracts, I share a simple 10-step process for understanding the real cost, asking for a lower fee, exploring alternatives, making a counteroffer and being willing to walk away.

Negotiating Steps: https://leandrivenreliability9-my.sharepoint.com/:w:/g/personal/josephkuhn_leandrivenreliability9_onmicrosoft_com/IQB9zwWMNgVSTYMQRAjJOM0wAaXh3V2RR0gf006BDvepM3Q?e=jgkkzh

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*My 5-Step Process to Retiring Early* : https://leandrivenreliability9-my.sharepoint.com/:w:/g/personal/josephkuhn_leandrivenreliability9_onmicrosoft_com/EWGgqxP9OQdFn3QAvqMNuAUBolJbfERW84PmY-V84cnhXA?e=ctqu6r

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