LaxFP is a Fee-Only Fiduciary financial planning firm. Our compensation comes from financial planning fees and investment advisory fees. We do NOT earn commissions from selling financial products.
Your first two meetings are complimentary. No preparation is required for your Discovery Meeting, and there is no obligation to become a client.
These conversations give us a chance to understand your goals and a chance for you to understand our approach.
During our Discovery process, we explain the recommended services and the fees that would apply to your relationship with us.
You’ll have an opportunity to ask questions and understand those fees before deciding whether to move forward.
No. We always send you home to consider the proposed relationship and decide whether our team is the right fit.
Our Advisor Match Tool helps you explore which member of our team may be a good fit for your situation:
Pick the phrase that best highlights your stage of life or your financial planning needs. Selecting an answer moves to the next question.
“In a perfect world, I’d love to meet with a…” Selecting an answer shows your advisor match.
Also available on Amazon (but not for free).
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