Hi Owen
I would like to know if you meet face to face with your clients for a consultation or is your advice given via phone/online? What are your fees for a retirement consult? We are in our mid fifties and looking to retire by 65 or earlier.
Hi Sheila, great question. Our goal is to make advice-only financial planning easier, more accessible and less expensive. As a result we meet clients entirely online. We meet via phone and screen share. You can see our fees on the Services page.
Hi Owen
I would like to know if you meet face to face with your clients for a consultation or is your advice given via phone/online? What are your fees for a retirement consult? We are in our mid fifties and looking to retire by 65 or earlier.
Hi Sheila, great question. Our goal is to make advice-only financial planning easier, more accessible and less expensive. As a result we meet clients entirely online. We meet via phone and screen share. You can see our fees on the Services page.
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