Our approach to financial planning begins with an initial consultation designed to understand your financial situation and objectives thoroughly. We believe in transparency and integrity in all our interactions, ensuring that our clients are well-informed and comfortable with our fee structure.

• Our approach to financial planning starts with a free initial consultation where we thoroughly understand your financial situation and objectives. We emphasize transparency and integrity in all interactions, ensuring clarity on our fee structure.

• During the initial meeting, we discuss your financial goals, current status, and any specific concerns. Following this, we provide a detailed Cost Agreement outlining the scope of work and estimated costs.

• We operate on a fee-for-service model for financial planning, ensuring our advice is always in your best interest. Fees vary based on the complexity of the services provided.

• For personal insurance, clients can choose to pay fees directly or have them covered by commissions from insurers.