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Welcome to Fee-Only Financial Planningsm

Fee-Only Financial Planningsm is focused on helping individuals with all aspects of their financial lives. Both personalized financial advice and investment management services are offered.

Financial planning is the process of reviewing your financial situation, taking into consideration your specific goals and objectives, and then providing a roadmap to help you realize those goals and objectives. Investment management services include not only comprehensive financial planning but also ongoing oversight of your investment accounts, selection of investments and adjustments when appropriate.

Personal financial planning work is offered on an ad-hoc, hourly basis. Investment management clients are charged a fee based upon assets under management.

 
 

 

HOW TO CHOOSE A FINANCIAL PLANNER
Help from the National Association of Personal Financial Advisors.

INITIAL MEETING DOCUMENTS
Everything you need for your first step.

LEGAL & COMPLIANCE INFORMATION

INDUSTRY RESOURCES