Start Here FAQs

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 [...]

Go to Top