We believe that, on the whole, you will pay the same or less for our services than you would with your typical investment advisor or financial planner. At the same time, you will get the benefit of our cutting-edge financial technology, and you’ll have 24/7 access to your financial information via your personalized client portal. It’s our belief that you will find our financial planning experience to be more robust than any you have experienced before. Our goal is to ensure you receive outstanding customer service and tools, for a competitive price.
Of course, you can cancel your relationship with us whenever you choose. However, we’d prefer that not happen! If at any time you feel that you are not receiving enough value from our relationship, please let us know. We will do our best to make the experience what you want at a price that is comfortable for you, no matter where you are with your financial planning. We meet you where you are.