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Frequently Asked Questions
What is financial planning and why is it important?
Why do I charge a Flat Fee rather than under an Assets Under Management (AUM) like many other Financial Advisors?
What is the difference between Flat Fee and Fee Only Advising?
Are you a fiduciary?
What kind of client do you work with?
Can you work virtually in any state?
Why work with a flat fee only planner?
