We are a fee-only financial planning firm that puts your interests first. We love what we do, and believe financial planning should be available to everyone, regardless of their financial means. As a fee-only financial planner, and a member of the Garrett Planning Network, you're charged only for the time we spend.
Unlike many other financial planners, none of our compensation comes from commissions, sales loads or other fees on the funds we recommend, thus eliminating these potential conflicts of interest. We'll provide an up-front quote after our Get-Acquainted meeting so that there are no surprises along the way.
Unlike many other financial planners, none of our compensation comes from commissions, sales loads or other fees on the funds we recommend, thus eliminating these potential conflicts of interest. We'll provide an up-front quote after our Get-Acquainted meeting so that there are no surprises along the way.
Services
We think this business can be fun, and we try to make it that way. We also know you want someone you can trust, and we think we can best gain your trust when we are just being ourselves. Therefore, when you arrive for a meeting, you may find us in shorts and flip-flops. We occupy very unpretentious office space, which keeps our overhead low.
We begin by establishing a relationship with you, through a no-obligation, Get-Acquainted meeting. We're passionate about developing relationships that work for you and for us. We'll describe the services and reports we'll provide, and give you plenty of time to ask questions. If you like what you hear, we'll provide a quote for services which we believe is as reasonable as any you'll find.
We are fee only financial planners. This means we do not accept commissions or incentives of any kind from any of the investments we recommend. We've chosen this business model for a reason. We feel strongly that a financial planner who does accept commissions always has the potential for a conflict of interest.
We have a strong belief in the value of financial planning for everyone, regardless of their age, their level of income, or the value of the assets they have. This may be more true, in fact, for people with fewer assets than for people with a lot of money. That's why we don't believe in only accepting clients who have met some minimum account value as many other financial planners do.
We use only high quality Mutual Funds and Exchange Traded Funds (ETFs). We do not typically use individual stocks or bonds unless that is a strong preference for the client. We rebalance your account at least annually, but we will do so as often as is needed if events dictate otherwise.
We also do annual reviews of your financial plan in our software and can help answer any questions you may have about financing options for large purchases (home or car), college funding, lease vs. own, and so on.We want to be your resource for anything having to do with your financial planning future.
We also do annual reviews of your financial plan in our software and can help answer any questions you may have about financing options for large purchases (home or car), college funding, lease vs. own, and so on.We want to be your resource for anything having to do with your financial planning future.
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