Similar to other professionals (CPAs, attorneys, physicians), we are solely compensated by our clients with fees for our expertise and knowledge. We do NOT accept commissions or compensation of any kind based on the products we recommend. Because you pay us directly with a fee for our financial planning and investment management advice, we have no conflicts of interest that impact the counsel that you receive from us. Additionally, you are guaranteed complete disclosure of all fees, prior to your engagement. There’s no better way to be confident that your advisor is working in your best interest, and solely in your interest.
Similar to our customizable financial planning and investment management services, we also offer flexibility in our compensation models, ranging from hourly services which are best suited for a client with a specific need or concern, or ongoing services which are best suited for someone who prefers an ongoing relationship for comprehensive financial planning and investment management services.
With either model, as a fee-only firm, Staib Financial Planning is compensated solely by its clients, with no third party influences affecting the advice provided. This structure provides maximum objectivity with regard to client recommendations. It also gives clients the most flexibility in implementing their plan, whether you choose a self-directed or full-service approach.