What We Charge
We Believe Transparency Is Key.
As a fee-only firm, our fees are straightforward and easy to understand. Our prices will always be quoted up front to ensure you are satisfied and not surprised.
Let’s Get Started
Our initial meeting, whether in-person or on a conference call, helps us determine how we can meet your needs. Here we get to learn a little bit about you, your current financial situation, personal goals, concerns and values.
By the end of the meeting, it is our goal to understand your expectations and what you are looking for in a financial advisor. If we seem like a match, we also quote you a fixed price for our services.
Financial Wellness Programs
At UFPG we understand that Financial Planning is not a product you purchase, but rather a process you engage in. Similar to Physical Wellness where you engage in Diet and Exercise, Financial Wellness is achieved through Wealth Management and Financial Planning. As a fee-only firm, you can engage us in either Wealth Management OR Financial Planning, however clients who see the most success engage us for both.
We have a list of packages below to determine your stage of life and how to best achieve your Financial Goals. Contact us today for an initial consultation!