Why Financial Planning, LLC?
"Because we work solely for our clients, there are no third-party agendas to cloud our thinking. My staff and I maintain one focus, one mission: Empowering our clients with the information and advice they need to make sound financial decisions," concludes Sheryl.
Flexible, needs-based services allow clients to select the program that makes sense to them. Ongoing asset management and comprehensive services (typically the program selected by clients with a sizeable asset base) are offered on a retainer basis. One-time or periodic consultations (typically selected by the more self-directed investor or people in the earlier phases of wealth accumulation) are provided at reasonable hourly rates.
