What does “Fee-Only” mean?
Here at Long Planning, our goal is to put you and your family first. Meaning, we won't be taking advantage of you or your money. We are FEE-ONLY, which means we are only paid by YOU! That's right, we receive no third party commissions or kickbacks, nor do we sell any products. Our fee-only structure allows us to provide you with unbiased financial advice.
When we make a recommendation, you can trust that it is in your best interest, not because we will be making a commission. Lastly, you can have confidence in Long Planning knowing that we are fiduciaries. We are legally obligated to act in the best interest of our clients, and are subject to regular audits. Let's start planning for the future, together.
The Elements App….our favorite Financial Planning tool.
Elements is a set of financial indicators that give us an overall view of the key areas of your financial health. These measurements help us to answer questions like:
Are you taking the right amount of risk?
Do you have the right mix of assets?
How much wealth do you need to make work optional?
Are you using your income wisely?
You can think of the Elements much like vital signs at a doctor’s office: they help us figure out how you’re doing financially and in what areas we should focus our time to help you progress towards your goals. Ultimately, Elements will help us ensure that you’re set up for success and that you’re making improvements in your financial health.