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FORM ADV PART 2A DISCLOSURE BROCHUREZen Financial Planning, LLC Office Address: 300 Brickstone Square, Suite 201 Andover, MA 01810 Tel: 9782169941Email: info@zenfp.comWebsite: www.zenfp.com February

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How to fill out fee-only financial planningbartleyfinancial

01

Visit the Bartley Financial website

02

Click on the 'Services' tab

03

Select 'Fee-only financial planning'

04

Fill out the contact form with your information

05

Click submit to request more information

Who needs fee-only financial planningbartleyfinancial?

01

Individuals who are looking for unbiased financial advice

02

Those who want a transparent fee structure without commissions

03

People who are focused on long-term financial planning goals

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What is fee-only financial planning bartleyfinancial?

Fee-only financial planning is a service where financial planners charge clients based solely on a flat fee, hourly rate, or a percentage of assets under management, rather than earning commissions on products sold.

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Individuals seeking financial advice or services without any conflicts of interest typically need to engage with fee-only financial planners. Filing is not mandatory but recommended for better financial management.

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To engage in fee-only financial planning, clients should outline their financial goals, provide necessary financial information to their planner, and agree on a service structure that fits their needs.

What is the purpose of fee-only financial planning bartleyfinancial?

The purpose is to provide unbiased financial advice that serves the client's best interests, mitigating conflicts of interest that can arise when planners earn commissions.

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Clients need to report their income, assets, liabilities, financial goals, and any relevant financial accounts when working with fee-only financial planners.

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