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We believe that professional, unbiased financial advice is something that all people need, at least on an occasional basis, to build the brightest financial futures. The beauty of Fee-Only, hourly services is that you pay for just the time we work with you or for you, just like the as-needed professional services provided by your doctor, dentist or accountant. We offer a complimentary "Get Acquainted" meeting to discuss your current financial situation, goals and concerns, and to determine what services are right for you. At the conclusion of this initial meeting, we will present you with a fee estimate for providing these agreed upon financial planning services. There is no charge to you and and this meeting does not obligate you in any way. Please see the Our Services link for more details.. We do offer a special in-office “Financial Planning Working Session” for those who have a few immediate financial concerns that may be address without detailed analysis and a written financial plan. Some examples would be: an investments asset allocation, assistance in 401K/403B plan fund selection, an educational funding analysis, a summary retirement projection, etc. Please see the Office Working Session link for more details. To schedule your meeting or if you have further questions, please call us at (262) 780-0870 or send an email to CFS |
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