I am a fee-only planner.  I do not sell products or earn commissions.  I am compensated solely by my clients in the form of fixed and/or hourly fees.  I believe this minimizes any conflicts of interest and allows me to focus entirely on assisting my clients in meeting their financial goals.  All fees are disclosed in advance, prior to entering into a planning contract.

Most of the time, I work on an annual retainer basis with a corresponding annual fee, usually paid by check.  Please see my Form ADV part 2 brochure item 5 for more information about fees.

Please contact me if you have any questions about fees and the benefits of a fee-only planner.

Please see Adviser's Value