Our Thoughts

Eight Questions To Ask When Choosing A Financial Advisor: #7

#7 How will I pay for your financial planning services?

Clients in the Project Phase pay a Project Fee that varies depending on the number of projects undertaken, and the complexity of those projects.

Clients in the Ongoing Management Phase pay based on assets under management with a minimum tied to client complexity and services provided.

What does that mean? First, I want to point out that nowhere in our process do clients pay us for referrals to other professionals, or for any unplanned needs. We understand that during times of major decisions (like buying your dream vacation home, or switching jobs) you will need to call us more frequently than normal. You won’t be hit with any surprise bills.

If you would like to know more about becoming a client of FJY, please use the Contact Form or call us on 703-889-1111.