We are currently offering a Satisfaction - Money Back Guarantee on our Financial Plans. If you don't see it's value when we present it to you, we will fully refund the fee. That would mean we didn't do our job, and we don't deserve to be compensated if we didn't do that.
Our Financial Planners are all held to the highest standards of the CERTIFIED FINANCIAL PLANNER™ designation. Please visit the Financial Planning section of our website to learn more about them, and to see the six steps to the financial planning process.