1 Finance

Unlike traditional financial planning and advisory services, the firm's offerings are rooted in psychology and human experience. The firm's pricing is not linked to sales or transactions. For decades, there's been a misalignment of interests and incentives between manufacturers of financial products, their distributors and sales agents, and the end user that partakes of these offerings. Commissions have guided the interests and incomes of these salespersons, which is not the case at 1 Finance. The firm starts with a MoneySign® assessment to understand your financial personality, then assigns a dedicated Qualified Financial Advisor. Your financial plan, investment approach are all customized to fit your unique profile, not based on a one-size-fits-all template. The firm's dedicated financial advisor recommends direct plans and instruments that are not tied to commissions.