Why Choose Fee-Only Financial Planning Services?
Fee Transparency
Your Wellbeing First
Not Your Average Fee-Only Firm
We define financial planning as the process of identifying your dreams and aspirations that money can help fund. Your plan comes from an honest review of your most cherished goals first. Only then does it make sense to create a portfolio to move your plan forward.
Fee-Only is the only way we do financial planning at Beck Bode. It means we are compensated through a fee which is openly and clearly disclosed. It’s a process that respects the needs, objectives, time and experience of all parties involved – advisor and client.
We have always believed that full transparency is the only way to communicate. Absolute honesty is what gives our process 100% integrity.
Why Do I Need a Fee-Only Financial Plan?
As a Fee-Only firm, we are members of the National Association of Personal Financial Advisors (NAPFA), and adhere to their code of ethics. This means that we absolutely do not receive commissions on the sale of any products or investments.
Fee-Only advisors have a fiduciary responsibility to act in the client’s best interest. They must disclose any potential or actual conflict of interest, and fully disclose how they are compensated. Fee-Only advisors are compensated either through a flat fee, or via a retainer that could be a percentage of assets managed.
You need a Fee-Only plan because it’s the only way to know you are receiving objective advice, in a process that’s transparent from start to finish.
How Do I Start a Fee-Only Financial Plan?
We start every client relationship with a GPS, our Goals Planning Statement. Like the navigation system in your car, it helps guide you toward your destination and serves as the foundation for your full financial plan.
Our fee-only financial plans include access to your Personal Financial Management website powered by E-Money, where you can view your complete financial picture 24/7, track progress toward goals, manage budgets, and store important documents in a secure vault.
The Beck Bode Financial Planning Process
We engage in a deep discovery conversation to completely understand your financial life today and your goals and dreams for the future.
From our discovery conversation, we create your personal GPS to show you what it will take to reach your goals.
When we are in agreement about the proposed strategy, we present a comprehensive financial plan.
Once we have a plan - and only then - do we propose how we may implement a portfolio to fuel your plan forward.
What if it were possible? Let's Start.
Fill out the form to see if we are a good fit for each other.
CONTACT
858 Washington St. Suite 100 Dedham, MA 02026
invest@beckbode.com
(617) 209–2224
(617) 249–0298
Copyright © 2025 Beck Bode, LLC
DISCLOSURES | TERMS | DISCLAIMER | PRIVACY
Investment advice offered through Beck Bode, LLC, a registered investment advisor.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Beck Bode or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s)) may be suitable for your portfolio or individual situation, or prove successful. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Beck Bode.