Self Worth Financial Planning
educators - advisors - planners
tm
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Self Worth
Financial Planning,
is a NAPFA
registered fee-only
financial planning and Registered Investment Advisory firm
headquartered in Plano, Texas. The firm is dedicated
to providing financial planning and investment advice on an
hourly, as-needed basis. Self Worth Financial Planning
advisors work solely for their clients: as Fee-Only
advisors, all potential conflicts of interest regarding
compensation are removed.
We work with people
from all walks of life, providing
Fee-Only financial
planning and advice for everyday life. Clients have the
flexibility to engage us on either a one-time, as-needed or
ongoing basis. Whether you are seeking a second opinion, a
financial check-up, or periodic ongoing advice, our
flexible, needs-based model allows you to choose the level
of service that's right for you.
Through Education,
Advice and Planning, lets us help you build your personal
Self-Worth.
Self Worth Financial
Planning is a
fee-only firm. It receives no commission or
other compensation from marketable securities or other
financial products and services it recommends to its
clients. A client’s best interest is our focus, and fees
from clients are the sole method of compensation. There is
never any cost or obligation unless someone decides to
become a client and signs an advisory agreement.
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Current DFA
Performance
SWFP-VS- Fidelity
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