Fees

We believe transparency is key. As fee-only financial planners, our goal is to be as transparent with you as possible. With being fee-only, there are no conflicts of interest as we do not receive any other form of compensation, rather, it is just the fee we receive from the clients we work with which is based on the assets under management. As fiduciaries, it is our obligation to always act in the best interest of our clients, not ours. We’re here to take care of you and your family.