Our Financial Planning services are provided by a Certified Financial Planner professional using our unique fee-only compensation structure (see Pricing). What makes our fee-only arrangements special? We believe our compensation should be linked to delivery of guidance, rather than product sales or a percentage of the client’s invested assets. Clients only pay for time when we are working specifically for them.
| NOTE: Financial planners receive compensation for their time and services under various payment arrangements. Fee-only is not the same as fee-based compensation. Visit the CFP Board website (http://www.cfp.net/learn/knowledgebase.asp?id=5) to read about the differences. |
Our financial planning process is thorough, looking at all aspects of the client’s financial life, identifying appropriate actions, and guiding the client toward a more robust financial foundation. Of course, we realize that sometimes a client just needs a few questions answered, rather than a comprehensive plan, so, we offer time with a CFP Practitioner by the hour.
Always be sure to ask a Financial Advisor for a copy of their:
Part 2A of Form ADV: Firm Brochure
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