HOW We Help
Transparency in all we do
The Illuminated Path Begins with a Free Consultation
We are always direct and transparent with the fees and compensation we receive for the services we offer. Our initial consultation is FREE. When you are ready to take your next steps in achieving your desired outcomes, it is at our second meeting where we discuss the costs associated with our services.
We provide on-going conversations and monitoring of your financial plan and all the while will be upfront with our fees. We hold transparency and honesty in the highest regard.