We strive to provide value that exceeds our fee.
As a fiduciary, fee-only financial planning firm, we do not sell any financial products nor do we receive or accept commissions, referral fees, or third-party incentives. Our compensation comes solely from what our clients pay us for our professional services. This is clearly stated at the beginning of our working relationship in a formal contract. Our business model enables us to provide you with unbiased advice and to focus solely on what matters most: your financial well-being. We operate on an open retainer model, which means in addition to our scheduled meetings, we are available to answer any questions you have at any time at no additional charge.
Our fee for comprehensive financial planning is an annual fixed fee which is calculated based on your total income, assets and the overall complexity of your financial situation and needs. After we review your situation and discuss your financial planning needs, we will provide you with a quote.