- Work with our financial planning practitioners
- Objective planning with no product selling pressure
- Comprehensive plans are all flat fee for 1 year engagements (price schedule below)
- NO RISK GUARANTEE – NO PAYMENT REQUIRED UNTIL PLAN IS COMPLETED AND YOU ARE SATISFIED.
- The initial meeting is complimentary. You decide if hiring a financial planner if the right decision after our meeting.
- You pick the type of planning based on your needs.
- There is no payment until your plan is finished and you are satisfied that planning process met your expectations.