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Fee-Only
Personal Financial Planning is the fastest growing segments
of the entire financial services industry today because it
has proven so effective in helping clients reach their goals.
Some of the unique advantages to fee-only financial planning
are:
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Fee-Only:
MFP is a “Fee-Only” financial planning firm. That means
we never accept commissions or compensation from the sale
of any financial products like mutual funds or life insurance.
Our fees are
based solely on the amount of work we do for you. You have
the confidence and peace of mind of knowing that MFP is
working only for you and acting in your best interests at
all times.
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Comprehensive
Approach: Every relevant aspect of your financial situation
is important and incorporated into your financial plan.
In addition, other factors that may affect the long-range
success of your plan are considered, such as your health,
family history, or any circumstances that exist now or can
be expected in the future.
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Full
Disclosure: As a consumer of financial services, you
have the right to know exactly how you compensate your advisor.
It is standard practice for fee-only planners to disclose
this information at our first meeting.
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Communication:
The success of your plan ultimately relies on attention
to detail during the implementation stages and follow-up.
Your personal financial plan is reviewed and revised on
a regular basis to reflect changes in your life as well
as those outside developments that affect your success.
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Coordination:
We do not replace your other advisors, but coordinate their
advice with our financial planning and investment management
expertise. We work directly with your CPA, your attorney,
and other professional advisors to guide you to your ultimate
financial goals.
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