We believe that being a fee-only fiduciary planner is an important and necessary distinction. Our brand of “fee-only” means we charge a quoted fee (usually an annual fee, billed monthly) for financial planning, consulting and/or monitoring, and that we adhere to a higher standard of care.
Some “fee only” advisors charge based on assets or income, we do not. We are Advice-Only financial planners. We do not sell products or accept commissions, and don’t accept referral, asset-based or revenue-based fees. For us, fee-only – or more specifically advice only — equates to being financially independent and objective, and we believe that allows us to provide better advice and guidance.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
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Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
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