Fee-Only Financial Advice
We are an independent, fee-only financial planning firm dedicated to helping our clients build a sustainable financial future. Fee-only simply means that you pay us for our services; this allows us to focus on the process of financial planning not on commissions from financial product sales. You can be assured of unbiased advice that is in your best interest. We act in a Fiduciary capacity in all of our client relationships.
The Financial Planning Process
We think the most important part of financial planning is an understanding of your unique circumstances. We therefore take the time to uncover your financial issues and concerns, clarify your financial objectives, and evaluate the current state of your finances. We then formulate a plan to help you meet your financial goals. Remember, financial planning is an ongoing process, not a one-time event.
We offer financial planning advice as a one-time project and as the start of an ongoing relationship. We also offer a full review of your current investment portfolio as a stand-alone service.
Ongoing Investment Advice and Wealth Management
We believe that financial planning is an ongoing process. For many clients an ongoing relationship with a financial advisor is a good fit. Services rendered here will typically include ongoing investment advice as well as advice on all aspects of the client’s financial life. The scope and focus of our advice will vary by client, but in all cases we strive to be your “financial quarterback.” We are there to guide you each step of the way along your journey to financial security.