Financial Planning is the Long-Term process of managing your finances, so that you achieve your goals and objectives. Fee Only places the planner and you on the same side. The planner charges a fee and sells no products and receives no commissions. Our fee is 3/4 % annually of assets that we manage on a non-discretionary basis or $150.00 per hour. We are independent and as a result work for you alone. When you succeed, we succeed.
We are bound to act as Fiduciaries as defined by the CERTIFIED FINANCIAL PLANNER Board of Standards. ( See http//:www.cfp.net)
We put your interest first.