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Frequently Asked Questions |
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- WHAT IS COMPREHENSIVE FINANCIAL PLANNING? Comprehensive financial planning is a process that works to define relationships between all the areas of finance as they pertain to your personal goals. - WHAT IS FEE-ONLY? As a member of the National Association of Personal Financial Advisors (NAPFA), the firm has signed a fiduciary oath and receives fee-based compensation exclusively from the client. Because we are a fee-only firm, we sell no products, receive no commissions, and function solely in the best interest of our clients to provide truly objective advice with no conflict of interest. - WHAT IS THE FEE STRUCTURE Relationship options for personal financial services (click for details) Relationship options for corporate financial services (click for details) - WHY SHOULD I HAVE A FINANCIAL PLANNER? Most people are not financial experts. Yet increasingly, individuals are in charge of their own financial futures. Most are aware that planning is critical, yet don't have the time or the expertise to develop a plan and make the needed financial decisions. - WHAT IS AN ETF
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