Are there any unique services you offer?
Yes. While many financial planners present a document as a financial plan, in addition to our written summary, analysis, and recommendations, all FPH clients receive access to an online platform that enables them to centralize and organize all aspects of their financial lives. The platform is free for all asset-based clients. Access to the platform is free for 90-days for our fee-only clients and is available for $25/month thereafter.
Additionally, all clients have permanent access to our free proprietary password management software, Password Guru, and our own interactive retirement spending and retirement saving software. We also offer a unique service that helps clients expeditiously and inexpensively get their estate planning documents drafted and implemented.
For more details, visit our Client Services page.