At Foundation Planning, we offer comprehensive financial planning services on a fee-only basis. What does that mean? It means that we don’t receive any compensation for selling products and receive no commissions. The only fee you pay is for the service you receive. And we are committed to keeping our fees affordable compared to the industry norms so that we are accessible to mental health professionals.
As a Registered Investment Advisor, Foundation Planning also abides by a Fiduciary Standard, which means we are obligated by law to act in the best interest of you, the client, at all times. We have intentionally set up this structure to reduce conflicts of interest and to ensure you are being served with the utmost integrity and care.
We consider it an honor to be a part of your financial journey and look forward to serving you and your family.
See our services page for more information.
Foundation Planning 