We know that not every person who comes through our door will be become a client. In fact, we like it that way. You see, we believe that the FSG Way, our financial planning process, isn’t right for every need and situation. That’s why we commit to ensuring that if either of us decide we’re not the right fit for each other, we’ll help you Find Your Fit with a financial advisor and financial planning partner who is suited to your needs and who will work with you the way you prefer.
We have an extensive network of industry colleagues offering different financial planning services, different processes and different pricing structures. Based on what you tell us about what you need and want in your ideal financial planning partnership, we’ll help you identify your best fit. We know this may result in you not selecting FSG, but it’s more important to us that you get what you need in your relationship. If we’re not it, we hope you’ll think highly of us for being transparent with you.
The chart below shows some of the critical differences among financial planning services and models offered today.