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Financial Planning
What Is Fee-Only Financial Planning?
Fee-Only Financial Planning, at its core, means we do not work on a commission basis and have created a wall of separation between your financial planning decisions and any potential hidden fees. Our only compensation is paid by you, which means we are not incentivized to work with third party institutions that pay traditional advisors commissions for their recommendations. Our financial planning practitioners have a fiduciary responsibility to our clients and must do only what is right and will provide the best outcome for you as our valued client.
What You Can Expect When You Contact Us
If you take the next step to meet with us, you will go through a two-step meeting process free of charge and with complete confidentiality. The process focuses on YOU!
Opportunity Meeting
- Free consultation one hour in length.
- Information gathered about your financial situation.
- Interactive conversation to listen, ask questions, and learn what is most important to you.
Proposal Meeting
- Scheduled 1-2 weeks after the Opportunity Meeting.
- Custom overview of your opportunities and outcomes.
- Tailored presentation of plan deliverables and fee schedule.
- Opportunity to become a client.
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