We are experienced. We've been helping clients achieve their financial goals since 1996. We are a fiduciary to all clients. This means we put our client's best interests before our own. We are independent. The only quota we strive for is the service we provide to our clients. We are Fee-Only. This means we do not sell investment or insurance products, so the advice you receive is unbiased and conflict free.
Services
Step 1: Reach out to us to see if we are a good fit for you. Step 2: Choose from the following services: Basic Review | Retirement & Investment Review | Full Financial Review. Step 3: Begin the planning process based on the service you choose. Decide you're all set. Your questions are answered and your plan is in place.
After working in banking and insurance, Jamie started Milne Financial Planning to create a completely independent company designed to give high quality financial advice with one thing in mind: you and your goals. Jamie takes his fiduciary oath seriously, and Milne Financial Planning is Fee-Only by choice so that he can assure all recommendations are free from product compensation conflicts.
The Basic Review is an interactive one-time meeting based on each client's unique circumstances and is structured to answer your specific question(s). The scope of this meeting is based on time which typically ranges from two to three hours. The meeting may cover one area of concern or it may cover multiple areas of concern.
By being Fee-Only, we do not receive compensation or commissions contingent on the purchase or sale of financial products. Our compensation comes solely from clients. This assures that our recommendations are free from product bias. Besides being free of financial ties to specific recommendations or products, we also do not accept or pay referral fees.
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