WHY FEE ONLY FINANCIAL PLANNING?
The only thing true Fee Only planners “sell” is their professional assistance and advice. We work solely for our clients, focusing only on their best interests. Financial Planning is the development and implementation of a coordinated plan for the achievement of your overall financial objectives. These objectives may include investment management, tax and retirement planning, estate planning and special needs planning such as college funding. When creating your financial plan, I will consider the interrelationship of each of these important financial security components, and take a “systems approach” toward achieving your goals. A financial plan is the “road map” for navigating the financial highway of one’s life. I work strictly on a Fee Only basis. True Fee Only planners, myself included, receive no compensation from any product recommended. We do not represent any product or company; we only represent you, the client. Our compensation comes only from the fees paid by our clients. We
Related Questions
- For more information, visit www.aicpa.org/PFP/PFS I’m a CPA working in a tax department, what is the best way to approach tax clients about expanding services to include personal financial planning?
- What types of business models and fee structures exist for a CPA performing personal financial planning services?
- WHY FEE ONLY FINANCIAL PLANNING?
