Fee Structure

We’re all about you.

Fee-only financial planning means that it is our fiduciary responsibility to act in your best interests. We do not recommend a certain product or service based on benefits we could receive.

In fact, we strive to act as coaches. It’s our mission to help people use money more effectively to realize the life we want. Money can be complex, but we’re here to offer clarity and “help money make sense.” Why? Because we’re planning for some serious freedom.  

Fees are deducted from your account for convenience and there are no front-end or back-end commissions charged. We welcome you to reach out to us with a phone call or an email at any time – and there will be no additional fees charged for that.

Much of what we do is helping people understand their money – and themselves – better. If this sounds like you, contact us today and let’s get started. Freedom awaits.