The Flat-Fee, Fee-Only Advantage

Traditional methods of financial planning compensation create a conflict of interest, obscure pricing and discriminate based on finances. Instead, we offer a flat annual fee that we believe puts our clients best interests first and makes financial planning accessible to everyone.

Click below to read parts 1, 2 and 3 of the series that exposes the dirty little secrets of the assets under management (AUM) compensation model.

I provide a free, no pressure15-minute intro call to give you a chance to ask questions about our services, fees or whatever else is on your mind related to your finances, your future and figuring out how to live the life of your dreams right now.