What's the lotus about?
As fee-only (not fee-based) advisor, I uphold the fiduciary standard of care, which I believe ensures that my firm's success is directly tied to the success of my clients. I do not sell products, nor am I ever compensated by commissions. Through every step of the planning process, I am committed to providing clients with the utmost confidence and trust in the financial guidance they receive — free from conflicts of interest around "product" sales.
How we get paid?
As a fee only Planning firm, Being in Abundance gets paid the following ways:
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By retainer for Financial Planning, with value based tiered pricing based on the complexity of your situation
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A "value based" flat fee for limited scope projects of packages
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An hourly rate
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A percentage based on the investment assets under management (AUM)
Benefits of a fee-based model may include:
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transparency
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no hidden charges
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no conflicts of interest to sell a certain product line or company offering