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. Clients are charged a fee structure based on the scope of the engagement with our firm. The annual fee is based on assets under advisement, the coaching and planning services we provide, or both. Financial planning fees range from hourly consulting arrangements to coaching packages that last 6 months. After your initial money makeover conversation, I will customize a cost-effective fee structure based on the time it will take for you to achieve your goals and objectives.”
Please click here to obtain a copy of our detailed fee structure document.