I moved to fee-only planning two years ago to be more ethical but I make sixty percent less money and I am starting to question the decision.
More people experience this than they realize.
Ethical business models often carry financial penalties that test our commitment to our stated values.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.