Financial Planner = Not Terrifying

We went to a financial planner yesterday, it actually went really well. It will be the first of four sessions with a team of two planners. We bravely shared the details of our debt, income, expenses and investments (yes we have them) and our giant tax refund. We're going to create a plan to understand our net worth and what buckets to put our money in. We'd like to send Little Girl to Montessori School starting in 3 years, so we've got to get it together now. I felt very grown up after leaving their office. :)