We offer fee-only financial planning and advice on an hourly, as-needed basis, providing just as little or as much help as our clients need. Like an attorney or CPA, clients seek our financial planning advice when they need it. Once we have provided the financial advice and services requested, the engagement concludes until the client needs us again.
How we are different: Fee-only financial planning. No commissions or fees based on investment assets or net worth.
We hold ourselves to a Fiduciary Standard and have a legal obligation to act solely in the clients best financial interests.