Action Financial Planning offers financial planning and investment advisory services tailored to individual goals. As a fee-only firm, Action Financial Planning's only compensation is the fee clients pay for their services. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Investment advisory services include investment analysis, asset allocation, and ongoing checkups. Action Financial Planning acts as a fiduciary, putting client interests first.
Fee Structure
Action Financial Planning provides investment advisory services, but does not manage your investments directly. You implement the recommendations in your own accounts. Action Financial Planning does not charge fees based on the amount of your investments. Instead, you pay a flat fee for the financial plan and ongoing support.