Why should I hire you?

Great question! But first, let us explain why you shouldn’t hire us. If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest [...]

How do you get paid?

We are a fee-only (a.k.a. commission-free) financial planning firm. Our fees depend on the complexity and needs of the client and are a transparent line item on every statement. Some financial advisors are commission-based, which may cause fees to be hidden or create conflicts of interest. Not us. Being fiduciary, fee-only, and independent advisors, we [...]

What are some areas that Financial Planning covers?

Good fee-only financial planning is comprehensive. It considers all parts of life that are impacted by your money - which is almost everything. A few of the more common financial planning topics are: Financial statement preparation and analysis (including cash flow analysis/ planning and budgeting) Insurance planning and risk management Employee benefits planning Debt management [...]

Can I afford Financial Planning?

Financial Planning is more affordable than most people realize. In fact, services often cost less than the average cable TV bill; and isn't your financial fitness worth at least as much as your TV time? Cost should never be a barrier to you benefiting from professional financial planning services. We're here to serve you and [...]

Where do the Financial Planning sessions take place?

If you are local to the Charleston South Carolina area, and would like to meet in person, we can discuss options to support your request. Most people prefer to engage in financial planning sessions from the privacy and comfort of their own homes - with the meetings taking place via easy-to-use online video conferencing. This [...]

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