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Frequently Asked Questions

How to know if fee-only financial planning is right for you

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How do i choose?

It can be hard to know how to pick the right financial advisor. From robo-advisors to brick-and-mortar, big-box firms, the financial service models that are available to you can vary dramatically. How do you know who you can trust with your life savings? 

There's more to it than just a flashy smile and a nice suit. As you search for partners to help you live your best financial life, make sure you ask them the following questions. We've listed our answers to ensure you get clear, concise responses when you're vetting potential advisors.

Questions For Your Financial Advisor

Below, you’ll find some common questions, along with our answers, that will help you decide whether our fee-only financial planning and investment management solutions are right for you.

Be sure to ask other advisors these questions, as well. You should have a complete grasp of their service and business models — including whether or not they are a fiduciary, and if they have any conflicts of interest — before making your decision.

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