Comprehensive. Sycamore Financial Planning provides a full range of customized financial planning services. While we prefer ongoing, comprehensive financial planning relationships because they provide clients with the most in-depth financial analysis and Sycamore with the best chance to get to know you, your values, and goals; we also recognize that a one-time engagement or quick check-up may be a better fit. We’re happy to work with you in whatever way is best-suited for you. Learn more about how we structure our engagements with our clients.
Fee-Only. Sycamore receives no referral fees or commissions from any third parties. Instead, all services are billed at an hourly rate of $225. Being fee-only allows us to focus exclusively on your best interest and to provide objective recommendations to help you achieve your financial goals. Being hourly-only ensures you get as much service as you need and can afford. Together we believe the fee-only, hourly-only model can often save you a lot of money!
No Minimums. Sycamore Financial Planning does not require its clients to have a minimum amount of assets, account size, net worth, or income.