receive objective advice in your best interest
Transparent Fees
You don't want your Doctor recommending an expensive drug or procedure because they receive a cut of the cost - we believe financial advice shouldn't be any different. Fee-Only Financial Planners have a fiduciary responsibility to their clients ONLY and thus no incentive to recommend products that may not be in the client's best interest.
Comprehensive Advice
We structure our engagements to be able to answer all your financial planning questions or just the most pressing - whether they be short-term or long-term goals.