Non-Fee Financial Planning
Upon completing the planning process with you, I will prepare a customized financial plan. While you are under no obligation to execute the plan through me, I hope you will feel the plan addresses your financial objectives and that my recommendations will help you achieve your goals. It is my hope that we can work together to implement the recommendations.
Financial planning done properly is time-intensive. I am compensated for my time and expertise in designing and creating your plan through the commission or account-based advisory fees I receive from the implementation of products and services outlined in the plan’s recommendations.
In the end, I am paid to work with you to make sure your financial needs and goals are met with care, with expertise and with an understanding of your unique circumstances and individual goals.
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