How We Get Paid

"How do you get paid?" How we're compensated is an important question and may be top of mind. There are three ways that we get paid.

The first is the fee for your comprehensive financial plan. The fee covers the data entry, research, expertise, review, collaboration, and creation of your plan.

The second way we're paid has to do with the implementation of your financial plan. We'll show you strategies to improve your situation and help you pursue your goals. Some of these strategies may include the use of financial instruments, such as insurance and professionally managed investments. We represent our clients in the investment and insurance marketplaces as an advocate. We do that work as professionally as we do everything else, making sure that what we bring you is competitive and, most importantly, fits your plan. We would earn a commission or a fee for this service just like anyone else would.

The third and most important are personal introductions. There's no money that changes hands here but we consider this our most meaningful method of compensation. If you're happy with our services, we will ask you for help in identifying and introducing us to other people who could also benefit from this work. Together, we can all succeed and meet our goals!