The Advice Only™ methodology states that financial education and the complete development of a financial plan should be totally compartmentalized from all new forms of solicitation. A solicitation is considered any potential form of compensation other than through an invoice. It is the fundamental belief by some clients that a financial plan will only ever feel complete if -and only if- it is developed in this way. Download our book preview for more information.

The Advice Only™ process features our Singular Service Model™ or SSM. Our process is specifically designed to separate and compartmentalize financial advice from any form of compensation other than an invoice. It has been identified by our clients as a distinct qualitative preference when maximizing the planning experience. The model’s existence, among other variables, makes Advice Only™ unique in the financial services industry.

We explain our planning experience as a “module” that you can enter under a fiduciary capacity whenever you prefer to receive objective advice (vs. advice potentially mixed with other forms of compensation. i.e. fee-only, fee-for-service, fee-based, etc.)