There is no fee or obligation associated with your initial consultation. This meeting provides an opportunity to discuss your financial goals and concerns. We will provide clarity on the “Income Preservation Process” and the value we can add to your financial situation.
We are 100% independent and are not obligated to sell a particular fund or product. This independent structure provides the foundation for objectivity when making recommendations.
Yes, we strongly advise working as a team with your other advisors. With your consent, we will collaborate with your team to ensure that we are all on the same page working towards your goals.
We like to maintain regular meetings approximately 2-4 times a year to review your portfolio and stay current with your financial goals. However, we understand no two clients are alike and will accommodate meeting requests based on need.
We charge a percentage for the assets under our management. We’re happy to share our fee schedule with you in your complimentary consultation.
“Yes.” Fiduciaries legally must put clients’ financial interests above their own.
NONE
Please email your question to us at hello@betterplanningtoday.com or feel free to give us a call at (416) 875-7385.