About Us

Fee Only Planning NC provides a way to get a second opinion of your financial situation. We will examine your current goals, objectives, assets, debts, risk tolerance and options available to you. If there are problems we will identify them and provide you with action steps to address them. Then based on the amount of service you require, we will recommend a follow-up on an annual, quarterly or monthly basis. If you do not have a financial plan, we will work with you on an hourly basis to develop a comprehensive financial plan and a schedule for implementing and monitoring your progress.