At Bell Financial Planning Co., our objective is to consolidate all of your finances and goals into a comprehensive plan. The plan, individually designed for each client, provides guidelines to manage your portfolio in order to meet short-term, mid-range and long-term goals. After implementation, it is monitored on a regular basis, comparing actual performance to projected results. Along the way, the plan also serves as a guide for monthly/annual savings, asset allocation, tax decisions, debt strategy, insurance evaluation, estate planning and more. In addition to ongoing monitoring of your investments, we meet at least annually to review, update and adjust the plan as necessary.
We work with clients in several capacities, all detailed further in the Our Services & Fees section. For our services we charge either an hourly rate or a percentage of assets that we manage, and this is the only compensation we receive.
What does this mean to you?
Because you are paying us directly, the amount of money we make is fully disclosed and the process is transparent. You can have confidence that regardless of the investment recommendation, insurance analysis, asset allocation or estate planning advice offered, we will not receive commissions or incentives from any outside source. This fee-only philosophy is important to you because it means our recommendations are unbiased. It means that your best interest is in our best interest.
