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We are a mature practice whose primary focus is to provide superior service to our current clients. Because of this, we accept very few new clients into our practice.
We believe strongly in the mission of financial literacy, and we will continue to meet with prepared individuals as time permits to assist them in identifying resources to aid them in their quest for financial security. To schedule a meeting with us, you must first complete the Financial Planning Checklist and gather the listed documents.
A lot has changed since we opened our doors back in 1981. This much has not changed: what we do best. We are known for taking the complex and making it simple. We serve as your filter to the financial world and can help by separating the news from the noise. We specialize in helping you prioritize from the deluge of decisions we all face in managing our daily finances. Yes, you can buy peace of mind. You are probably already paying for it!
Clients of Fee-Only Financial Planning LC are assured of the utmost in professional treatment and personalized attention. We are comprised of two seasoned Certified Financial Planners who capably perform all aspects of client care one on one to ensure both continuity and confidentiality.
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©2010 Fee-Only Financial Planning, L.C. All rights reserved.
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