FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Yes, we are a fee-only financial planning firm. We provide financial planning services, as well as investment management.
- What questions should customers think through before talking to professionals about their project?
The sensational stories you read about financial advisors in the press is not typical of our industry. Unfortunately, you hear about the small subset of advisors that take advantage of clients.