We believe in being accountable and transparent. We can think of no better way to demonstrate that by disclosing the fees we charge online.
We know that very few other advisory firms have taken that step. However, we believe it’s only right that you should see how much we charge, the services we provide and the value we deliver.
This is our opportunity to start getting to know each other. We’ll talk about your objectives, your current financial circumstances, and answer any questions you might have.
Choosing a financial planner, who will help carve out your financial future, is a big step. That’s why it’s important to know we will get along in the long term.
For this reason, we do not charge a fee for any initial meetings held at our office, nor are you under any obligation to proceed.
Financial planning review
This service includes: