We determine our fees based on what works best for the client either on an hourly basis or on an implementation approach.
We provide our initial consultation on a complimentary basis to ensure we are able to meet your objectives, without you having to commit to the compensation arrangement before you know what best meets your needs. Once we are both comfortable with each other and determined if we are the firm to best assist you, we can define a method of compensation that works best for all and define the next steps in our relationship together. The details of how we are compensated can be found in our Letter of Engagement
Robin Muir, CFP®, CLU®, CH.F.C.