I am often asked the question or some variation from a prospective client:  Is your ongoing financial advisory fee really going to be worth it to us?  The simple answer is I won’t know for sure until I dig into your planning.   I do believe and have found that we provide a very real return on an investment in ongoing financial planning.  This comes from the experience of my wife and I working with a fee-only comprehensive planner from before we were married and from my now working with over 150 families throughout my career. Read More