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Why 2020 Financial Planning?

Fee-Only Financial Planning

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, we receive no commissions or fees from financial products or promotions. We receive compensation exclusively from one source: Our clients.
We have always been a Fiduciary: Our clients’ best interests inform each recommendation we make.

2020 Financial Planning Means:

  • Fee Only Fiduciary
  • Certified Financial Planner®
  • No Commissions
  • No Asset Minimum
  • Clear Roadmap
  • Financial Independence Retire Early (FIRE)
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Fee Only Financial Planning

Why do our clients care about how we are paid?

Being paid solely by our clients assures them that we are 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 client 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 us 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.

Frequently Asked Questions

How long is the financial planning process?
The whole process from the Discovery Meeting to the Financial Plan Deliverables meeting can take 6 to 8 weeks.
Each client determines for themselves how often they want to meet after their initial financial planning engagement. Some want to meet annually. Some only every few years. Others find that a one-time engagement was all they needed.
Financial Reviews are charged by the hour.
Clients pay me either via Zelle or via PayPal.
Yes.