2020 Financial Planning provides fee-only, goal-based planning for those who place a premium on having a tailored, comprehensive Financial Plan that puts their financial future into focus.

As a Fee-Only Financial Planner, I receive no commissions or fees from financial products or promotions. I receive compensation exclusively from one source: My clients.

I have always been a Fiduciary: My clients' best interests inform each recommendation I make.

Why do my clients care about how I am paid?

Being paid solely by my clients assures them that I am sitting on the same side of the table as them: Their side. While there are many ethical financial advisors who sell financial products, 2020 Financial Planning’s charter as a Fee-Only Financial Planner cleanly allows for total objectivity when recommending products and investments that will meet my clients' goals.

Being a Fee-Only Financial Planner frees 2020 Financial Planning to objectively analyze the broadest range of investment choices for recommendation and doesn’t limit me to just one family of funds or products.

Get in touch to discover what it's like to have financial planning that's clear and on your terms.