Your Financial Advisor’s fee structure should be simple, clear and concise.
The services you receive and the associated fee should be completely transparent to you.
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 that last 6 months. After your initial money makeover conversation, you will receive a recommendation for the package that fits your goals and objectives.