Why Fee Only

Helping you sleep easier.

We provide the confidence and peace of mind you desire and deserve.

At Partners in Financial Planning, our long-term approach is centered on helping create a plan to invest in throughout life’s stages, tailor made for you.

Since we are a fee-only planning firm, our fees are not from product sales or commissions. Our fee-only approach makes our fees simple and understandable. It aligns our interests with yours, giving you the confidence and peace of mind you desire and deserve.

Why Fee Only Magnifying Glass Image

  • Our normal method for working with clients is a fixed annual retainer fee, payable in quarterly installments.
  • Our full fee schedule is available on our Forms & Documents page.
  • Our clients on retainer appreciate the fact that they can call, email, or meet with us anytime throughout the year without worrying about the billing clock running

We give you the confidence and peace of mind you desire and deserve.

You dream it. We plan it. You live it.