How We Get Paid

We do not charge a retainer, charge by the hour, or have a client size minimum. What we do is meet with a potential client and mutually decide if there is a "Fit". Financial Planning is a long-term relationship, and the client should always feel like she is getting value for what she is paying.

We believe what we do for our clients has value, and they pay us for this value. Our clients pay us these fees based on the size of their assets and, generally speaking, these fees are deducted automatically from their accounts on a quarterly basis. Occasionally we will recommend a product that pays us a commission (Life Insurance, Disability Insurance and other products).

We will always tell a client what our compensation is.

We do not get paid based on performance of investments. We get paid for service to our clients.