No fine print
How we're paid
Every fee we charge is on this page. We are never paid by the products we recommend, partly because we are fee-only and partly because we are fictional.
Pricing tables are edited in the admin, not in code.
Three ways to work with us
Fictional fees, presented the way a real firm's should be: plainly.
| Feature | |||
|---|---|---|---|
| Full financial plan | |||
| Two planning meetings | |||
| 90 days of follow-up questions | |||
| Everything in Project Plan | |||
| Annual plan update | |||
| Unlimited questions | |||
| Tax-season coordination | |||
| Everything in Ongoing Planning | |||
| Portfolio management | |||
| Tax-aware rebalancing |
Fee questions
No. A fee-only firm is paid by clients alone. Every fee is listed on the Fees page.
Questions about fees?
Ask in a free consultation. We'll explain them in plain language.