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 fee-only planners we do not receive commissions on transactions or any other compensation based on which products are recommended to or purchased by the client.  We are paid by our clients to provide objective, impartial advice and receive no other compensation. 

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