FEE-ONLY FINANCIAL PLANNING

We are a Fee Only advisory firm, which means that we have a fiduciary duty to act in the best interest of our clients. It also means that our fees come from our clients only and not from the commissions from sale of any financial products unlike brokers or fee-based advisors. In addition we do not accept any referral fees from other professionals or entities such as CPAs, attorneys, insurance agents or mutual fund companies. This enables us to serve you, our clients with the best options suited to meet your needs and goals without conflict of interest.

SCHEDULE AN
APPOINTMENT

Step One

Initial complimentary consultation

We recommend getting started by having a get acquainted session that should last about an hour, to discuss your current financial conditions, future goals and your concerns. We will explain our services that will best suit your needs, the scope of financial planning engagement, our process and methods for investments as well as our fees. The purpose of this meeting is to help you understand our services that would be of the most value to you, and to help you determine if we would be a good fit to form a partnership that will benefit your financial future.

Step Two

Select the services you need

  1. Financial Planning – We will sit down together over the course of X meetings to come up with a customized savings and budgeting road map based on your needs and goals.
  2. Investment Management – Once you have an actionable plan, we help put it in action by providing an experienced, knowledgeable agent who acts in your best interest.
  3. Hourly Financial Consultation – Life happens and things change! If you need a little extra advice, we are available to provide dedicated time to answer your financial questions or to address specific financial needs.

Step Three

Turn Vision Into Action

This part is up to you! Be honest and diligent and as you follow the plan we came up with together, you will be able to live the life you would like to live. We will meet X times per year to check up and see how your progress is going and we are available by phone and email any time you need.