How is the financial strategy implemented if DFM is fee-only and does not sell products?
We provide specific recommendations for the implementation of the financial plan and consider ourselves your personal financial manager. We encourage you to use your current service providers including insurance agents, tax preparers, and accountants to implement the plan as long as they can work as part of the team. Additionally, we can independently direct you to other professional providers who we know and trust such as mortgage professionals, estate planning attorneys, tax professionals, etc. We will coordinate the efforts of your financial team for the successful implementation of the plan.
Related Questions
- I understand the benefits of working with an Hourly, Fee-Only financial planner, but I might need to obtain financial products. How will I be able to do that?
- I understand the benefits of working with a Fee-Only financial planner, but I might need to obtain financial products?
- How is the financial strategy implemented if DFM is fee-only and does not sell products?
