Being a fee-only fiduciary removes conflicts of interest and biased advice. I have signed a fiduciary oath to act only in the best interest of my clients, and I receive no commissions or kick-backs from any of the products and services I provide. Costs can have a huge impact on your investment returns.
I advocate for low-cost, passive investment strategies so clients keep more of the returns they earn. We are transparent about fees so you will always know how much you are paying for our services. It is your money and your financial plan. You should be in control! It is my job help you develop a plan that aligns with your goals and aspirations.
I advocate for low-cost, passive investment strategies so clients keep more of the returns they earn. We are transparent about fees so you will always know how much you are paying for our services. It is your money and your financial plan. You should be in control! It is my job help you develop a plan that aligns with your goals and aspirations.
Services
Fluid Financial Planning, LLC was created to help people navigate the sometimes complicated world of financial planning. There are many decisions to be made, and it can often be an overwhelming task for individuals to do on their own. We are here to simplify that process so you can spend more time doing the things you love to do.
This service is for clients that would like a plan for certain financial goals i.e. College Savings, Retirement Savings, etc., but do not want planning on an ongoing basis. The fee for this service will range between $500.00 and $750.00 depending on complexity of the planning requested. This service is for clients that want comprehensive financial planning and ongoing service of the financial plan.
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