Fee-Only Financial Planner Services

I provide Advice-Only Financial Planning for when you’ve done everything ‘right’, but still feel uncertain that your financial life is truly organized or optimized. Together we find opportunities to save you money and ensure your financial plan unfolds as you intend.

I provide clarity, unbiased guidance and explanations without selling. My only agenda is the one you set. I sit on your side of the table and help you make aligned decisions without pressure, bias or financial theatre.

Business and Not-For-Profit

From the big picture, to the key detail, Holistic Advice-Only Financial Planning keeps you leading with clarity and confidence that you’ve accounted for all the moving parts, with no waste or lost opportunities. The savings in costs and time really add up, and the relief of professional, accountable Advice available as needed is real!

Can I help?

A thirty-minute call to discuss whether my services meet your needs: Financial Planning, pre-marketing narrative framing, community engagement, project development or a combination thereof. Rate sheet &/or proposal may then be offered if we agree we might be a match!

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Holistic Financial Planning

A long-term relationship that starts with a full analysis of both your personal and business financial now, weighing your options and fully supporting your actions. Then keeps your plan and strategies current as things change, so you remain ahead of the curve.

Subsequent ongoing support: $200/mo

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Fractional Financial Planning

Accountable, professional Financial Planning support gives your leadership team confidence that their financial decisions include and weigh all the options, relevant risks and long-term implications. Initial plan analysis informs and supports ongoing planning needs.

Subsequent ongoing support: $340/mo

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Individuals

Your financial plan is so much more than investment management. It’s about carefully planning for 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. Getting the details right and making sure all the moving parts work together well – really adds up!

If you want to discuss how the advice you’re currently following differs from the holistic, advice-only planning I offer, book a free meeting!

Financial Plan Health Check

A 30 minute call to check how your current financial plan supports the life, relationships, and future you actually want. And answer any questions you have about Advice-Only Financial Planning.

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Bite-Sized Financial Advice

30 minutes focused on your Financial Planning questions. Includes access to financial planning software for 30 days. This is an advice-only session.

Bundle of 3: $750

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Holistic Financial Planning

A long-term relationship that starts with several meetings and some homework to build a holistic map of where you are and where you want to be. You set the priorities, I identify opportunities to refine and align your plan, then support you pro-actively as you build resilience, capacity and your values into your finances.