For von Tobel, her experience since taking her first outside dollar in 2009 has been positive, something she credits to her relationship-minded approach to finding the right investors.
When I raised my concern over allowing anyone access to my personal financial information, von Tobel reassured me that planners have no access to make changes, only to view think .pdf not word doc.
LearnVest.com sponsors 10-day "boot camps" on topics including debt elimination that include a daily email with "two minutes of educational content and instructions on three action items, " says Alexa von Tobel, the site's chief executive officer.