How are you different from other fee-only financial planners?
There are several key differences. First and foremost at CRFP, we believe in transparent pricing, what you see on the website is what you pay. We offer flat fees for financial planning and investment planning. This is rare in the industry. Second, we believe in goals-based financial planning. After each meeting, we establish goals that should be accomplished before our next meeting. We track goals to enable us to work on meaningful change together. Finally, we are comprehensive financial planners, where we work together in all areas of financial planning.