Financial Planning is the Long-Term process of managing your finances so that you achieve your financial goals and financial objectives.
Fee Only Financial Planning places the planner and you on the same side of the table. The planner charges a fee and sells no products and receives no commissions. Our fee for Investment Advice is 9/10 ths of 1 % (.9 basis points) annually of assets that we manage on a non-discretionary basis, which includes unlimited Financial Planning services. When we provide Financial Planning services as a stand alone service, such as helping you to decide when to take Social Security, or refinance your home we charge an hourly rate of $150.00 per hour. We are independent and as a result work for you alone. When you succeed, we succeed!
We are bound to act as Fiduciaries as defined by the CERTIFIED FINANCIAL PLANNER Board of Standards. ( See http//:www.cfp.net)
We put your interest first.