Fee Schedule

That means I’m legally obligated to care about you.

(I mean, I would care about you anyway. But since I’m a fiduciary, you can rest assured that I do.)

In all seriousness, I’m required by law to put your best interests ahead of my own at all times.

I don’t earn commissions by selling you financial products like proprietary investments or life insurance policies.

(In my opinion, that would be a major conflict of interest.)

I don’t have a boss breathing down my neck requiring me to hit sales goals.

(Heck, I am the boss!)

I don’t have affiliations with any banks, brokerages, or investment companies.

(I’m fully independent.)

And I don’t get referral fees or kickbacks from any investments I recommend.

Plain and simple: I get paid by you to provide financial advice.

So why would I provide bad advice?

(Hint: I wouldn’t.)

I don’t charge exorbitant fees to provide you with financial advice.

My whole mission is to help single-income families who aren’t yet reaching their goals take the actions they need to pursue those goals.

It wouldn’t be fair for me to expect you to have already made the big bucks to start working with me.

Therefore, I’ve developed a pricing structure that works for families who are just beginning to delve into their finances as well as those that are well on their way.

This fee schedule also allows me to provide the necessary, more complex services to those who are making strides financially.

Think of it as “leveling up,” if you will.