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A personal financial plan to guide you every step of the way.

Personal Financial Planning, Coaching, & Investment Management

You'll experience an attentive financial advisory service designed to address your current and future needs. Life doesn’t stand still and neither should your financial plan.

Our clients enjoy receiving guidance throughout the year. We’ll partner with you year-round to manage cash-flow, minimize risks, and optimize taxes while growing your assets.

Our personal financial planning services cover a wide range of topics:

Cash Flow & Budgeting

Are you spending less than you earn and able to set money aside for your goals?

How can you shift around your expenses so you can fund the things that matter most?

Tax Planning & Employee Benefits

How can you keep more of what you earn and minimize unnecessary taxes?

Equity & Stock Compensation

Understanding your equity compensation and maximizing your holdings to meet your goals

Debt Management

How quickly can you become debt-free?

Which debts to pay-off, refinance, or de-prioritize?

Investments & Retirement Planning

Should you be investing now, in what assets, and how much?

Does your investment strategy match your goals, time-frame, and risk tolerance?

Should you be investing in real estate, what kind, and how to evaluate a property?

Risk Management (Protection)

Are you and your assets adequately protected against negative events?

Estate Planning

Do you have a plan for when you are unable to make decisions for yourself or loved ones?

How do you prevent your loved ones from inheriting a financial mess while grieving?

Do you have a plan for your digital footprint and online assets?

Career & Business Choices

Are you maximizing all of the skills and resources that you have?

What can you do to get more out of your work life?

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Our Comprehensive Financial Planning Process

Year 1
Start here
Book a discovery call to discuss your goals, concerns, and see if our personal financial planning service is a fit. You'll complete the pre-meeting questionnaire prior to this video call.
Start here
Become a client
On-Boarding & setup
- Sign Agreement & Set-Up Payment
- Schedule Our 1st Planning Meeting
- Complete Data-Gathering Actions
- Get organized Meeting (Optional)
Become a client
Meeting #1
Goals & cash flow
Meeting Duration: 1.5 - 2 Hours

Overview of your current financial picture, your
net-worth, align your goals, and proposed cash-flow plan. We'll leave this meeting knowing exactly what we want to accomplish in the next 12 months.
Meeting #1
Meeting #2
Cash Flow Implementation
Meeting Duration: 1 Hour

We'll make any remaining tweaks to your cashflow plan and then set up the automation. New accounts will be established as-needed.
Meeting #2
Meeting #3
Meeting Duration: 1 Hour

We'll go over stock market investing, discuss your risk tolerance, and your specific investment strategy. We'll establish your investment account and recurring contributions.
Meeting #3
Meeting #4
Meeting Duration: 1 Hour

We'll review the risks to your financial goals and
kick-off the process to fill any gaps.
Areas addressed: life, disability, property (home, renters, car)
Meeting #4
Meeting #5
Special topics (as nEEDED)
Meeting Duration: Varies depending on the topic
- College Savings
- Real Estate Investing
- Stock Options/Compensation
- Starting a Business
- Major Purchase
- Career Change
- Alternative Investing
Meeting #5
Meeting #6
Meeting Duration: 0.5 - 1 Hour

Review estate-planning goals & discuss gaps. Decide which attorney you'd like to work with from referred list. We'll kick-off the process and assist you in getting your documents prepared. Once your documents are finalized, we'll help you implement the attorney's recommendation for asset titling and beneficiary updates.
Meeting #6

We’ll do all the relevant meetings to advice, coach, and help you implement each chosen strategy. For every hour we spend meeting with you, there’s typically 2 to 4 hours of additional behind-the-scenes support around each topic. 
A meeting will kick-off a particular topic, then we’ll continue to work together via email and phone to implement the recommendations in each area.
Bi-Annual meetings or check-ins begin after the initial planning phase.
See annual financial planning service calendar for reference.

year 2+

On-Going Service Calendar:

Personal Financial Planning Process
Earn into Wealth Financial planning ring Step 1
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Earn into Wealth Financial planning ring Step 6
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Fee Schedule

Pay one annual fee for planning and investments.

Fees are paid monthly or quarterly via ACH depending on your preference. Clients with sufficient assets can elect to have their advisory fees billed from their portfolio. 

A one-time set-up fee applies for new clients. 

Client TYPE
W2 Earners
Starts at $750/month (Annual Program, Pay Monthly)
Business Owners/Entrepreneurs
Starts at $1000/month (Annual Program, Pay Monthly)
Investable Assets $1M+
Request Custom Quote

Who are our clients?

Our typical W2 client is a female executive in her 30’s or 40’s earning $250k+ if single, or a dual-career household earning $350k+. Common industry backgrounds include professional services, tech, media, education, and online coaching.  

Our typical business-owner clients manage small businesses (25 or fewer employees) who have between $500k to $15M in revenue. Many clients are female breadwinners, 1st generation high-earners, or 1st generation professionals. They may earn more or have more money than their immediate friends and family, or are the first to attain a certain level of education or professional success.

You might be a great fit for us
if you:

Interested in working with a female financial advisor who gets you?