Company History

Fee Only Planning NC was created to provide clients an unbiased affordable way to evaluate their current financial situation. The need for unbiased, competent and easy-to-understand action items led Steve to commit to an Hourly Only practice. This gives the client what we believe is the best value for their money.

Being Hourly Only means that there is no bias that comes from selling financial products or gathering assets under management. In today’s financial market, transparency is key to seeing what you are paying for. For this reason we choose to be unique and only charge for the time it takes to address your financial needs.