11. Staib Financial Planning, LLC Contact us to get started on your path towards achieving your personal financial objectives Staib Financial Planning, LLC Paul Staib, CFP, MBA www.staibfinancialplanning.com [email_address] 303.346.5336
Editor's Notes
All People – no minimums, no income, investment, net worth limits – believe that all people can benefits from FP – don’t need to be superwealthy Achieve their goals – not solely an investment management company Objective – work exclusively for client, no incentive to sell products – Personal – flexible in scope, engagement model, compensation model Affordable price – Value oriented benefits vs cost
Commission – loaded mutual funds, insurance products, proprietary products, transaction based (broker buying and selling in account) Not implying integrity, corrupt, competent it is though something to be aware of Fee Only - takes significant amount of conflict of interest off the table Shane Company – Tom Shane
Balance among Financial Goals is imperative – inter-relationship between disciplines Can be comprehensive, can be for a single issue or problem
Hourly – as needed – equate to a doctor or dentist office Ongoing – retainer Scope of work will determine specific fees Delegator does not equal uneducated, uninformed – non-discretionary POA
Different responsibilities depending on engagement model
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