We are Fee-Only, this means we do not receive commissions, kick-backs or financial incentives for our recommendations. We believe in transparency and trust that's why our fee is easy to understand and nothing is hidden. If you decide to move forward with us, the first year of planning is a time for us to begin planning and implementing your financial future. The services below cover the majority of topics that we will discuss. Of course things may come up that are not on the list. Remember that we are holistic planners and our goal is to ensure your questions are answered and needs are met. After the first year, our planning is centered around keeping you on task, helping with transitions such as a new home, or addition to the family and as a source of knowledge you can trust and rely on.
* Portfolio fee is not incurred on outside held accounts such as insurance products, 401(k) or 403(b).
After the first year ongoing support will be provided as follows.