Objective Viewpoint

About Favored Financial Planning

Favored Financial Planning is a registered investment advisor and was intentionally designed to be a fee-only financial planning firm. When you work with us, you can expect:

  • Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
  • All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
  • Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
  • Value for your money. We are committed to providing service that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than she charges you?
  • The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.

Professional Affiliations

Would you worry less with a professional fee-only financial advisor on your side? Contact us to learn more about the financial strategies that will help you achieve your goals.

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