Recently, I was asked to begin writing for Forbes.com. I thought an interesting topic for my first article would be a focus on how a financial plan can help at different stages in one’s life…. Read More
Adding It All Up – The Cost of a Financial Plan and How to Save
The total cost of financial advice includes a number of items we’ve discussed in the last few posts. For clients who work with us those costs include: The hourly cost of the plan Cost for… Read More
How Much Does Financial Advice Cost?
As fee only financial advisors one of the most common queries we receive from the web has to do with how much a financial plan costs. It’s a good question as there are a number… Read More