At Peterkin Financial, we have a fee-based approach to planning. We charge a flat fee for a financial plan and one year of financial advice that is based on employment status rather than net worth. This way, no matter what a client’s financial situation looks like access and attention when it comes to making important financial decisions is the same.

We offer comprehensive business and personal planning. The services you receive in paying the flat fee can be broken up into three phases over the course of our year working together:


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