Clients deserve complete transparency in the services they are provided and the fees they pay.
The Wealth Coach for Women is a fee-only financial advisory firm. 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. Fee-only financial planners are Registered Investment Advisors (RIA) with a fiduciary responsibility to act in their clients’ best interest. Clients are charged a flat fee based on the scope of the engagement with our firm. This annual fee is based on assets under advisement, the coaching and planning services we provide, or both.
Please click here to obtain a copy of our detailed fee structure document.