Even among fee-only planners, Timothy Financial Counsel is unique

Pure Planning. Intentional Living.

Most people understand that there are fewer conflicts of interest when you work with a fee-only financial advisor because no commissions are charged based on the advisor’s recommendations. Timothy Financial Counsel is unique even among fee-only planners because we are planning-centric, we don’t manage assets, and charge only for our time using an hourly rate.

With almost 20 years of laser-focused financial planning experience, our clients value our expertise and the clarity that results when resources are managing well. Timothy Financial Counsel – pure planning for intentional living.

Because we don’t manage assets doesn’t mean we don’t give investment advice. It just means we serve more people.

Since our business model does not depend on managing assets for revenue, we can serve people who have a great deal of assets and those who are just starting out. Families with numerous assets can be assured the advice they receive is focused on planning not asset management fees, and clients with modest assets don’t receive less attention or service. Everyone receives the same quality of service.

We are an hourly-only firm that utilizes a team approach.

A team approach doesn’t sound unique, or does it? Many hourly planners are individuals with only one perspective. To find a financial planning firm that has a team of planners, does not manage assets, and does not have net worth or income requirements is truly distinctive. This provides you with an extra layer of confidence that you are truly receiving objective advice that is balanced by multiple perspectives.

High pressure sales techniques are not part of our DNA – we hope you won’t mind.

We don’t respond well to the slick sales approach, and we are very confident our clients don’t either. We provide detailed information on our fee structure.  Transparency means you’re in control, and our best clients are those who want to take control of their financial future.

When you are ready, we provide a no-charge introductory consultation. This meeting allows you to evaluate if we are a good fit and receive a firm quote based on your unique situation.

If you are looking for a firm focused on creating a plan for your financial life no matter the size of your assets, and want more confidence you are stewarding your resources, let’s get started.

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Numbers Talk:
How often clients have utilized Timothy Financial's planning advice

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