Fee Only Financial Plan
What makes a fee only financial plan different from a traditional financial plan? Traditionally, financial plans are done as part of a wealth management service. A financial advisor will guide you through a planning process and then recommend products, which they sell. This means that their focus, is on those products, not necessarily your goals.
A fee only financial plan refers to the fact that the planner, only charges a fee for their services. There is no other compensation, and no other incentive to recommend a specific product or service. At Inclusive Financial Planning we work on a fee only basis, we don’t sell any financial products, and we only charge for our time. So our focus is squarely on our clients from the very beginning. This means that every recommendation we make helps you find a better way forward. Managing your finances can be stressful, our financial planning helps to reduce that stress by focusing on your needs the entire time. You can learn more about how we’re taking the sales out of financial planning by clicking here.
Financial planning should be about what you want to accomplish and about providing you better peace of mind about your future. A fee only financial plan gives you the confidence to make better decisions for you and your family because it’s based entirely on your needs and goals. No matter what you’re looking to accomplish. Our process helps you break down your long term goals into manageable steps. We then give you options that will help you meet those goals while enjoying what matters to you.
Work with a financial planner that centers your unique situation and doesn’t try to fit you into a box.
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