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How it works
Learn from and collaborate with practicing financial advisors through our platform. Our AdviceOnly™ methodology ensures an objective and consistent planning experience.
Our range of services includes
Our Services
Financial Planning and Counseling
RPB
Curriculum
Different Financial Planning Courses
FAQs
What is the Advice Only™ financial planning process?
Paid consultation:
Paid consultations provide clients with an advisor’s perspective. You decide whether completing a plan is worthwhile.Planning meeting #1:
We build your current “present position” and collect the inputs we’ll use to model scenarios and guide the next meeting.Planning meeting #2:
We develop planning scenarios, assess asset allocation, and settle critical decisions on subjective matters.Post-planning:
The engagement ends when you receive the plan, summary, and action list, and payment is finalized.After an Advice-Only™ engagement, you can implement any services you independently deem necessary with any advisor or company you choose.
Advisors on our platform may offer other services outside the Advice-Only™ planning process. They receive training to maintain an objective environment until a client considers a plan complete and expectations are met.What’s the cost?
Costs are transparent and set by each advisor-instructor. Education may be free or paid per course, and advisors publish their fees for all plans and consultations.
How do you respect my privacy?
- We DO NOT sell or share client information.
- Information is only disclosed when you direct us or when legally required.
- Our firm does not participate in affiliate programs or accept referral benefits.
- All records are stored securely
Will my instructor be my advisor?
Yes, that’s the idea. Our instructors are practicing financial advisors who can also become your personal advisor. Many clients prefer this continuity from the classroom to their personal planning. Many clients prefer planning with the same instructor who taught the course, rather than being referred to someone else.
Have a question or comment?
Please visit the Contact page if you have questions, comments, suggestions, or concerns. If appropriate, we’ll do our best to respond within 72 hours.