About My Practice
Our firm is an hourly, or project fee-only financial planning firm. We offer analysis and recommendations. We do not engage in the sale of products or the management of assets. Our website is designed to answer frequent questions posed by prospective clients. www.adviceonly.net Our first meeting is complimentary if you hire us, otherwise we charge a $100 meeting fee.
Registrations, Licenses, Certifications & Affiliations
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Initial consultation is free if we are engaged, otherwise a small fee is charged for our time.
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