Recess Financial Reviews 3

Shawn streamlined the process for me and made a confusing task seem much more manageable. I appreciate his honest and helpful approach. Thank you!

My experience with Recess has been seamless and enjoyable. I have frankly avoided consolidating my retirement accounts because the paperwork, the knowledge gap, and the feelings of embarrassment got in my way. Financial paperwork is not supposed to be fun. It turns out, I just hadn't found the right person to help. Shawn immediately made me feel comfortable and excited about bringing my money into one place. Not only does he have solid expertise, but he makes the process absolutely accessible to people like me who aren't confident about finances. Every step was made crystal clear, and there were no stupid questions. This was a stellar experience, and I feel more empowered to continue making smart financial decisions in the future because of Shawn's help. Thank you, Recess!

I had $11K in pension money sitting in Maryland since I left teaching in 2013. I knew it was there—it literally haunted me—but every time I tried to deal with it, I got stuck. The forms were confusing, the tax stuff made no sense, and when I finally figured it out, the notary requirement killed my momentum. I was in Manhattan and just gave up. Shawn at Recess did the whole thing with me on one phone call. Found my balance, opened an IRA, filled out the forms, did the notary online, and emailed it to Maryland. I would never have done this on my own. Get your money!!