Advisor: Do you charge for financial plans?
... or do you simply do the plan as a part of your complete fee?
Mark's Response: We charge a flat fee for getting each Ideal Client's financial house in perfect order and keeping it that way for the rest of their lives.
A comprehensive lifetime written financial plan is a component of our service.
We would not create a financial plan for a client who is not a member of our Ideal Client community; we would refer them to a competent financial planer