There are no hidden charges when you work with 3D Financial Planning; we tell you exactly what you are going to pay for our services.
As you would expect with our approach, we are not influenced by commission payments from product providers.
The initial meeting is always held without charge (at our expense) and without obligation.
Following this first meeting we will write to you with a detailed engagement letter describing the specific services we will provide and the fees for these services. We will never charge you anything until you have agreed how we are to be paid by signing a copy of the engagement letter.
Our fees are charged in the three separate areas of advice, implementation and review.