Fee-for-Service Financial Planning

How can a fee-for-service approach help you plan your financial future?

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Fee-for-Service Financial Planning

Our planning services include analysis and forecasting, professional evaluation and advice, specific recommendations, implementation support, a structure for making decisions, and providing accountability. All of this, so we can enable you to make effective financial decisions and to find ways to become more successful in your personal and business life.

We offer two distinct services to our clients

Financial Advisory Service

We calculate your retainer fee based on family income, income tax complexity and net worth. You pay the first half of your retainer fee when you hire us and the second half approximately halfway through the first year of your engagement with us. We operate under an open retainer agreement with our clients. This means you are free to call us or schedule a meeting at any time on any financial issue and there will be no additional charge for the extra meeting(s). Our logic behind this arrangement is simple: each year you have to put your pen down on your checkbook and rehire us. If we have not provided value during the previous year, we do not get rehired. And we really appreciate getting rehired!

Management

When we manage money for you directly through an account at Bank of Oklahoma, an asset management fee applies. These fees are deducted on a monthly basis and are calculated based on the market value of the account at the end of the preceding month. There are no front-end commissions (loads), back-end commissions (loads) or 12b-1 fees charged on the accounts we manage for you. On occasion, we will be referring you to outside vendors and/or product specialists to help you with the implementation of your planning needs.

We Work with You - and for You

Fee-for-Service financial planning means that it is our fiduciary responsibility to act in our clients’ best interest. We do not benefit from recommending a certain product or service.

Reduce Uncertainty, Improve Quality of Life

We coach people to use money more effectively to realize a satisfying and fulfilling life. We strive to be a vital resource providing clarity and focus in our clients’ complex financial lives.

Achieve Financial Independence

Financial planning is an investment. You are not just paying for the work we do, you are paying for the commitment you make to yourself to become financially independent and secure.

Contact Us

To learn more, contact an advisor today.

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