Fee Based Planning

We realize that many people have long-standing relationships with a variety of advisorson their team. We also realize that often times people have built their team by default, rather than design. Furthermore, people sometimes simply want a comprehensive look at everything in their financial lives to benchmark where they're at compared to where they want to be.

In these situations, we work as a fiduciary with our clients on a fee-based approach. For a fee, we will take a comprehensive look at their situation and build financial models, educating them on their plan.

Many clients have appreciated this approach as they get the planning they want, without the concern feeling obligated to change advisors.

Our expertise and extensive continued education allow us to help both individuals and businesses in this capacity.