Yes, we are a for profit company and we have financial obligations too. But unlike many planners, we don't have rigid minimum asset requirements. We meet with you during a complementary consultation. We discuss—and then mutually decide. Philosophical alignment is key. Mutual comfort is a must. A collaborative spirit is the determining factor in establishing a client relationship.We engage with our clients via straight-forward AUM (Assets Under Management) agreements. No commissions. No conflict of interest. We adhere to a fiduciary standard.