Compensation

The initial hour of consultation will always be provided at no charge.  The purpose of this meeting is for us to get acquainted and determine the types of services that may be required.  

We believe strongly in the establishment of a mutually beneficial working relationship.  After the initial free hour of consultation, by mutual agreement, we may be compensated by financial planning fees, advisory fees, product commissions or a combination of these.  We tailor our compensation to each client's unique circumstances and needs.