Simple Transparent Reasonable
Your Financial Advisor’s fee structure should be simple, transparent and reasonable.
The Wealth Coach for Women, Inc.® is a fee-only financial advisory firm. Fee-only firms are Registered Investment Advisors (RIA).
“I believe a fee-only business model is best for the client. Because it creates a fiduciary relationship, we are both on the same side of the table. As a CERTIFIED FINANCIAL PLANNER™, I am held to the highest fiduciary standard, which means I am obligated to act in your best interest at all times. Working with a fee-only advisor means we have a fiduciary relationship 100% of the time.”
Clients are charged a reasonable fee based on the scope of the engagement with the firm. The annual fee is based on the Money Coaching® and Financial Planning services provided, assets under management, or both. Money Coaching® and Financial planning fees range from hourly consulting arrangements to coaching packages up to 6 months. After your initial money makeover conversation, you will receive a recommendation for a service model that fits your goals and objectives.