Advice-Only Financial Planning for when you’ve done everything ‘right’, but still feel uncertain about whether your financial life is truly organized or optimized.
I provide clarity, unbiased guidance and explanations without selling. I sit on your side of the table and help you reduce your uncertainty, restore your confidence and make aligned decisions without pressure, bias or financial theatre.
Small Business Owners
You need more expertise in managing your financial structure and systems, but you don’t need a full-time employee or department (yet). Get holistic analysis and strategies to inform your leadership and defend your accomplishments. Your plan will give you clarity and confidence with Heather as your Business Bestie or Financial Co-Pilot
Unincorporated
Business Bestie
- Ongoing Support $200/mo
incorporated
Financial Co-pilot
- Ongoing Support $340/mo
Individuals
Your financial plan is so much more than investment management. It’s about planning the life, relationships, and future you actually want.
Financial holistic planning makes room for it all, without selling you anything, except advice and a commitment to building your confidence and clarity.
If you want to be sure the advice you’re following is actually right for you, book a free financial plan health check.
Financial Plan Health Check
Bite-Sized Financial Advice
- Bundle of 3: $750
Holistic Financial Planning
- Ongoing Support then available
Additional Services
Heather accepts engagements as a speaker, workshop leader and group facilitator. Email her to discuss!
Topics include:
- Community Wealth Building products to help finance Social Enterprise and Not for Profit Organizations
- Financial Planning Orientation for the newly adulting or newly debt-free
- Doing well while doing good: the ethics of investing
- People more than property: embracing relationships as the point of your Financial Planning
Dementia-proofing: best practices to mitigate the risk dementia could pose to your family’s financial plans