Last summer, you may have seen John Oliver, on “Last Week Tonight”, explain how the term “financial advisor” can mean any number of things, and how many advisors don’t work in their clients’ best interests. Here’s the thing – he’s absolutely right.

But here’s what makes Planning for Progress different than any random financial advisor:

First and foremost, we have a fiduciary responsibility to our clients. This complicated legal term simply means that every recommendation we make is in your best interest. We always put your interests ahead of our own when making financial recommendations and plans and hold ourselves to the highest standard of responsibility to you.

Second, as a fee-only financial planning firm, all our compensation comes from you, our clients. We don’t receive a dime of commissions or kickbacks as a result of any investment or insurance recommendations we make, so you don’t have to worry about hidden fees or financial incentives the firm might receive as a result of our advice.

Finally, our fee structures are set up to fit seamlessly into your life. While many advisors have large asset minimums or starting fees that are out of reach for most millennials, our monthly fees are designed to provide you with ongoing advice at an affordable rate.

Want to learn more about how you can work with Planning for Progress to get objective, personalized financial advice and get on the path to financial sustainability? Schedule a free consultation today!