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No Minimums & Hourly:
A unique approach
W e value you. We believe people are not defined by net worth. So we provide financial planning and advice with no minimum asset or income requirements. And no long term contracts.
We work for you by the hour. You pay for our time and expertise and we give you our best possible professional advice. This unusual hourly model gives you a lot of flexibility in how we proceed! We will discuss your situation, how we can help, how long it may take, and how much it would cost, then –
YOU DECIDE
do we address all the issues or just the top priorities
do we address everything right away or over time
do you want a full financial education or just the basics to proceed
do you want regular review meetings or as-needed check-ups
Providing financial advice on an hourly, as-needed basis, much like an accountant who bills by the hour does, allows for a lot of flexibility. It allows us to work with you on a personal one-on-one level to create truly customized plans for you and your unique situation.
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Fiduciary |
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Transparency |
| As a fiduciary, we have a duty of utmost good faith to act solely in the best interests of each client. Our clients entrust us with their funds and personal information, which in turn places a high standard on our conduct and integrity. Our fiduciary duty compels us to act with the utmost integrity in all of our dealings. Peruse our Code of Ethics. |
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We value your trust. One way that we strive to earn your trust is by being transparent about our fee structure. We are Fee-Only advice providers, paid only by our client, for the time it takes to help them. Visit our Fees page to learn more about our refreshingly different way of providing financial advice. We think it is a better way of helping people. |
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