Editorial Standards

Purpose of editorial content

The purpose of editorial content on this site is to explain financial advisory pricing models, planning concepts, and related tools in a clear, factual, and accessible manner. Content is intended to help readers understand how different approaches work and what considerations may be relevant when evaluating financial advice.

Editorial content is educational in nature and does not provide personalized financial, tax, or investment recommendations.

Content creation and review

Content is developed with an emphasis on accuracy, clarity, and neutrality. Explanations are written to describe how concepts function in practice rather than to advocate for specific outcomes, products, or service models.

When comparisons are presented, they are intended to illustrate structural differences and tradeoffs. Language is chosen to avoid promotional framing, performance claims, or implied endorsements.

Independence from revenue and listings

Editorial content is created independently of any current or future revenue sources, including directory listings, tools, or partnerships. Compensation, sponsorship, or participation by advisors does not influence how educational content is written, organized, or presented.

Inclusion in any directory or tool on this site does not constitute an endorsement and does not affect editorial decisions.

Updates and corrections

Content may be updated periodically to improve clarity, reflect changes in industry practices, or correct factual inaccuracies. Updates are made for accuracy and usefulness, not for marketing or promotional purposes.

If errors are identified, corrections are made as promptly as practical.