WHAT IS "FEE-ONLY" FINANCIAL PLANNING?

 

If you have ever wondered whether your financial advisor made recommendations meant to benefit their bottom line rather than your own, then you may be ready for establishing a relationship with an objective, fee-only financial planner.

As a fee-only planner I do not receive commissions on transactions or any other compensation based on which products are recommended to or purchased by the client.  I am paid by my clients to provide objective, impartial advice and receive no other compensation. 

Over time, I have learned that the most rewarding relationships develop by asking questions, listening, and discovering my clients' true motivations.  I do not attempt to provide the highest returns or promise "something for nothing".  I guide my clients to the best path for them, whatever it might be.