Value


Working with an experienced Certified Financial Planner™ isn't cheap, however we believe that the value we provide to our clients dwarfs the cost of our services. Below are some links to blogs or articles that describe in detail the value one can benefit from a financial advisory relationship.

https://www.kitces.com/blog/6-key-value-propositions-a-good-financial-planner-can-provide-for-clients-seeking-a-better-return-on-life/

https://www.kitces.com/blog/hierarachy-of-financial-advisor-value/

https://citrinecapitaladvisors.com/blog/2017/10/13/demystifying-what-it-really-costs-to-work-with-a-financial-planner