The firm provides advice on all aspects of clients’ personal financial situations, and take responsibility for the work that is involved in implementing and monitoring that advice in a proactive and timely manner. The firm is distinguished from the majority of the industry by its truly independent approach of providing clients with financial and investment advice that is unconflicted, by working with a transparent and pre-agreed fixed fee structure, thus removing the incentive to “sell” any particular product or service or increase assets under management.