Skip to main content


Fee-Based Financial Planning graphic

As fee-based financial planners, we are compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, we have a responsibility to ensure your interests and goals are always put first.

Of course, our role with clients goes beyond just providing expert guidance in the creation of your financial plan. When we work with you during a fee-based financial planning engagement, we follow the fiduciary standard which means that we act in your best interest and put your interests ahead of ours. After the completion of the fee-based planning engagement, the choice of implementation with us or others is up to you.

In the end, we are paid to work with you to ensure your financial plan is constructed with care, expertise and with an understanding of your unique circumstances and customized goals. Together, we can agree on the appropriate fee structure based upon those needs and the specific services required.