As an Advice-Only financial planner I charge only for my financial planning expertise and advice. I do not manage clients’ investments for a fee or sell any financial or insurance products. This approach reduces conflicts of interest and provides access for more people to seek financial advice without having investment account minimums that must be met. Financial advice focused on you and your goals, not on trying to sell something to you.
Advice-Only Financial Planning:
- Provides Financial Advice Focused on Your Goals
- Provides an Unbiased Thought Partner
- Provides Transparency in the Fees You are Paying
- Fees are based on the estimated hours to complete the project requested and calculated at the rate of $200 per hour. Total project cost is covered in the Advisory Client Agreement discussed during the Exploratory meeting.
- Provides Fiduciary Standard of Care
- As a registered investment adviser, I am held to the fiduciary standard of care, legally and ethically required to act in your best interest when providing personalized financial advice.
- Provides Investment Advice
- You maintain full control of your investments and you make the final decisions.
- Provides Financial Advice on the Full Breadth of Your Financial Life, not just the Investments.
As an Advice-Only planner I can focus on everything that matters in your financial life, not just investment management. A holistic approach in helping guide you down the river of your financial life.