Blog

What does financial planning cost?

Most people I have worked with would be reluctant to shell out a few thousand dollars to have a financial planner draft a plan. That's why I work the way I do. Our initial meetings? No cost. My plan? No cost. My advice? No cost.
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The Financial Planning Process

As a financial planner and CERTIFIED FINANCIAL PLANNER® professional, I follow the Financial Planning Standards Council (FPSC) planning process. FPSC says: "Financial planning is a broad, comprehensive process. It’s this big picture approach that sets qualified financial planners like CFP® professionals apart from all other financial advisors who may have been trained to focus only on one aspect of your finances."
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