What is Financial Planning?  It's looking at your current situation, finding out where you want to be in the future and developing a plan of how to get there.

This service is included as part of our investment management fees for clients who invest greater than $250,000.

Why are we fee only?  We are fee only because that's what is best for you.  With fee only planning, there is never a conflict of interest.  This means that everything we do for you has only your best interest at heart.