Ongoing Financial Planning

Often times, the best success comes from ongoing support and maintenance. Ongoing financial planning increases the likelihood that you reach your goals.

Once you have your comprehensive financial plan, if you decide that you would like ongoing planning services throughout the entire year, you would have access to the following additional services:

• Unlimited communication and support via email and phone. No question is too small or big. And sometimes you are just feeling anxious about money and need someone to talk to. I’m here.
• As a therapist and financial planner, you have the benefit of working with someone who is an expert at understanding psychological/emotional factors (personality types, emotions, etc.) and utilizing tools that will help you facilitate transformation in your financial life.
• Continuous monitoring of the financial plan. We’ll keep our eyes on all aspects of your plan to make sure it still aligns with your goals.
• Real time adjustments to the financial plan as life events and circumstances happen. Sometimes the plan you start out with is very different than the one you finish with. Having the assurance of ongoing monitoring and adjustments to the plan let’s you know you are moving in the right direction.
• Creative and customized strategies created specifically for your personality and preferences to help you reach your goals.
• Ongoing implementation of recommendations. We will walk step-by-step together through the entire plan and I will be checking in with you consistently throughout the year to see how you are doing with your goals.
• Facilitation of discussions about finances. Finances are one of the #1 dividers of relationships in America and so I am very passionate about helping individuals, couples and families have a safe space to talk about it. The hope is to ensure that everyone stays on the same page and that financial matters can be connecting instead of divisive.
• Help with making financial decisions as they come up throughout the year. We can discuss all the details and make sure you feel comfortable with all your options.

Our hope is that our monthly fee fits right into your budget. We did some research and found The United States Bureau of Labor Statistics shows that the average American adult spends $1,803/year on apparel (~$150/month), $2,913/year on entertainment (~$243/month) and $3,154/year on eating out (~$263/month). We believe your finances are just as important to prioritize and without breaking the budget.

Local industry fees for ongoing financial planning typically range from $150 – $250/month. Our fees range from $50 – $135/month and will be determined by your gross income (pretax income) on your most recent tax return. Below is a chart to give you an idea of what that looks like for you.

Ongoing Financial Planning Monthly Fee