Welcome
Welcome to Fee Only Planning NC. Our goal is to educate our clients to empower them to make wise decisions about their finances. To separate ourselves from the rest we work exclusively by the hour and do not sell any commissioned products or gather assets for an asset based fee. This gives our clients the most transparent, unbiased advice possible. We provide three basic services for our clients.
Core Financial Planning
This hourly financial planning evaluates what you are currently doing and identifies areas where you are vulnerable and provides clear action steps to address any weakness in your financial plan.
Retirement Planning
We work with clients both pre and post retirement to educate them to make wise decisions about their future. We do not host fancy dinners, but choose to listen to our clients and evaluate and advise a course of action to address their wants and needs.
Investment Monitoring
One of the greatest difficulties is getting unbiased information about your investments. Specifically your company retirement plans such as a 401(k) or 403(b). We will evaluate the choices and make recommendations based on analytical data and your risk tolerance to build and monitor your portfolios. We can also assist you in managing your own portfolios by providing an unbiased second opinion.
All three of our services are designed to help you make wise decisions at a price that anyone can afford. Click on the tab for more information about these services. If you have specific questions please send us an e-mail to info@feeonlyplanningnc.com or give us a call in the office (919) 341-0277 We look forward to providing you with sound advice at a reasonable price.
