Ever wonder what hiring a financial planner is like? We recognize one of the biggest fears is committing to something upfront or being sold, so we designed our process to avoid that feeling. You won't be sold in our process, we'll simply start helping you and show you what working with us would be like.
Why are we fee-only?
Why Are We Fee-Only?: Ian takes a moment to explain why he made the choice to work on a fee-only basis when founding his firm. Curious what fee-only entails? Give this a watch.
57 percent of investors have not set financial goals
67 percent of people have no financial plan.
77 percent of investors are making decisions on gut instinct.
20 percent of investors claim that their investment knowledge is very strong.