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Tag: process and fees

February 24, 2022

Understanding the Financial Planning Model, Process, and Fees

by Katerina Logrono

Here at Willow Planning Group, we value communication and transparency. We wanted to write this blog post to explain a little bit more about the process and fees when you decide to begin to work together, as well as explain our fiduciary and fee only model. The financial advisor model has changed over the last […]

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Willow Planning Group
Phone: 617-943-1433
email: kelly@willowpg.com
Willow Planning Group, LLC is a
Registered Investment Adviser in
the states of Massachusetts, New Hampshire, and Colorado.

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