WHY FEE ONLY?
HARDWORKING FOLKS NEED HELP AND HAVE ALL THE SAME QUESTIONS AS “WEALTHY” PEOPLE
I try to find a way to work with most everyone that makes an inquiry. There is no minimum income you need to make or certain level of assets you must have. Fee-Only planning is designed to be free of bias. I believe this to be the purest and most beneficial way to provide advice to clients. My compensation is solely from the agreed upon fee. Furthermore, I am a Fiduciary which means I will always act in my clients’ best interest.
FINANCIAL PLANNING IS A PROCESS, NOT AN EVENT
Many folks that come in to chat already have a few things in place. You may already be saving for retirement in a 401(k), but may not be sure if you are saving enough. Maybe you have some Insurance. There may even be a Will that is 8 years old. These are all one-time decisions that likely have never been considered all together. Fee Only comprehensive financial planning to designed for you to get the “Big Picture”.
MANY CLIENTS HAD BEEN DOING “FINANCIAL PLANNING” ON THEIR OWN BUT IT WAS NOT THEIR AREA OF EXPERTISE
In order to “Know Your Number”, we will look at all aspects of your financial life, including investments, insurance, taxes, cash flow and more. Understanding how all these topics interact is what provides the efficiency to your financial plan.
We will work together to examine all areas of your financial life, and the decisions made will be based on Your Values and in Your best interest. It is truly a relationship we will be building. Together we will put a plan in place that is designed for you to achieve Your goals, all at a reasonable cost.