We do this by being…

  • a Fee-Only financial planning firm. This means we do not accept commission on any recommendation we make. This allows us to provide unbiased recommendations that are in your best interest.
  • cost conscious. We strive to keep investment expenses to a minimum.
  • fee-transparent. You will know the all-in cost of working with us before we start.
  • open and honest.  We are not afraid to discuss fees and how we are compensated.  Ask us!

So, what does it cost to work with us?  Because our fees are based on your personal situation and the complexities it brings, it would be reckless for us to quote a fee without getting to know you better.  In our initial consultation, we will discuss our fee structure and how we’ll work to fit it into your monthly budget.  If at any time you’re dissatisfied with our service, we will refund your fee.  No questions asked.