We have a motto: You do not need wealth to start building it. Unlike the typical brokerage house or financial advisory firm we believe that EVERYONE deserves the access to our services, not just the high net worth families/individuals.
Additionally, as a fee-only financial advising firm our fee structure is always transparent with our clients. Each client always knows exactly how much they are paying and the services they are paying for. There are never any hidden fees, commissions, etc. Our compensation comes solely from our clients, so they can remain confident that we are always working in their best interests.
Being in the fee-only envrironment for over 25 years, I get complete satisfaction from creating a clear path in my clients financial lives and guiding them down that path.
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The initial step is to gather all data pertinent to the areas of financial planning our new client is needing. During the this process there is constant communication to clear up any questions and/or additional needed information. Once all relevant data has been received, an initial set of financial tables are presented to and reviewed with the client. Once the initial tables are reviewed and updates made, a finalized set of financial tables and detailed recommmendations are presented to the client.
I received my BS in Financial Planning & Counseling from Purdue University in 1992. At that time, Purdue was only one of three universties in the United States that offered a degree in this area. I have been providing financial planning and counseling on a fee-only basis ever since.
Further, in 2004 I successfully completed the Certified Financial Planning program and earned my CFP(r) designation.