Fiduciary Planning for Dentists

We believe that being a fee-only fiduciary planner is an important and necessary distinction. As a fiduciary we are bound to act in the best interest of our clients, without conflicts of interest.

Our brand of fee-only means we charge a quoted fee (usually a comprehensive annual fee, billed monthly) for financial planning, consulting and monitoring, and that we adhere to a higher standard of care.

Some Fee Only advisors charge a percentage based on assets or income, we do not. We also do not accept commissions or kick-backs, we are paid solely by our clients.

For us, fee-only – and more specifically advice only — equates to being financially independent and objective, and we believe that allows us to provide better advice and guidance.

As a Certified Financial Planner, Sharon is committed and dedicated to her fiduciary duty to clients and continuing the pursuit of significant financial education and experience for the benefit of her clients.