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         | No Charge for Initial Consultations and Assessment of Your Needs ! We work on a fee basis during the consulting phase of our work with you. This leaves you free to buy insurance and investment products from whomever you wish. However, if you choose to purchase those products through your Financial Dynamics financial planner, fees (for asset management) and/or commissions, relating to those products, may be earned in addition to the consulting fee for creating your financial plan. At the client's discretion, consulting fees are billed either hourly (open-ended in 1/10th hour increments plus expenses) or on a fixed fee basis (close-ended, including expenses). Our rate is $175 per hour. Fees resulting from the client's decision to use the services of an independent advisory team member are payable directly to that team member and are not part of the consulting engagement between Financial Dynamics, LLC and the client. Clients are not under any obligation to hire and use independent advisory team members as part of their relationship with Financial Dynamics, LLC. All clients considering our services will receive a written services agreement outlining what we promise to do for you and our ADV Part II Disclosure Form, on file with the State of California.
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