Why doesn’t your pricing model include hourly financial planning?

In our opinion, the conflicts of interest inherent in the hourly billing compensation model are incongruous with the practice of sound financial planning. The initial information gathering is typically the most time-consuming and most important element of the financial planning process.  While all billing models have inherent conflicts of interest, hourly billing is the only model that creates a disincentive for the clients to take the time to share detailed background information necessary for sound, comprehensive financial planning.

See our Pricing page.