Fiduciary Duty & Fee Based

At Being in Abundance, I proudly serve as a fiduciary to my clients, which means that every strategy and solution that is recommended is solely centered around their best interests.

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.

What can you Expect?

As a fiduciary, I am committed to equipping you with the information, resources and knowledge you need to make more informed decisions with clarity and effectively understand every aspect of your financial planning and wealth management strategy.

Objective, Independent Advice.  Recommendations and guidance are based on personal, in-depth conversations, connection, analysis and review — not sales and commissions.

Full Disclosure. You can expect Being In Abundance to offer detailed disclosure and transparency around our fees and compensation. No fine print or opaque explanations; just honest and open dialogue.

Continual, Ongoing Dedication and Support.  You can expect me to keep my word, be open and honest, to have integrity and follow through on recommendations and honoring my commitment to you and your financial life. I see myself as a partner in your success.  That is not something I take lightly and will never jeopardize or compromise that responsibility.

How we get paid?

As a fee only Planning firm, Being in Abundance gets paid the following ways:

  • By retainer for Financial Planning, with value based tiered pricing based on the complexity of your situation

  • A "value based" flat fee for limited scope projects of packages

  • An hourly rate

  • A percentage based on the investment assets under management (AUM) 

Benefits of a fee-based model may include:

  • transparency 

  • no hidden charges  

  • no conflicts of interest to sell a certain product line or company offering

Below is a graphic* and some articles to help you understand the differences between "Fee only" & "Fee-based" planners.

Fee Only vs Fee-based?
 
fee only vs fee-based.PNG

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