Services

Financial Education

 

Take Control Of Your Money:

How to Create an Unshakeable Financial Foundation

This program was created for folks who finally have some money to make decisions about, but don’t know how to make those decisions! It is a group program because one of the biggest problems I’ve seen is the shame and isolation people feel around money. Learn more about this program, the upcoming cohort, and the price here!

Comprehensive Financial Planning

 

This is best suited to individuals and families who have specific and complex financial planning needs that can’t be addressed in a group setting. We meet monthly over Zoom, for an hour at a time, for a set number of months (usually 6). During that time, we work on the following:

  • Organizing your finances

  • Getting clear about your short- and long-term goals

  • Analyzing your cash flow

  • Re-aligning your spending and saving with your priorities

  • Taking advantage of your workplace benefits package

  • Implementing an investment portfolio specific to your goals and values

  • Projecting the possible trajectory of your long-term plan

After working with me for six months, my clients feel informed and in control. They know which habits are helping them, and which are holding them back. They understand how their 401(k) works, and how to check what is affecting their credit score. They know when they’ll be able to afford a gender-affirming surgery, and how much money they need to start saving now in order to adopt a child in five years and buy a house in six.

The cost for comprehensive financial planning can range from $3000 - 8000, depending on the complexity of your situation. The cost is broken down into monthly payments and spread over the six months of working together. To find out how much comprehensive financial planning would cost for you, schedule a free consultation!

Hourly
Financial Planning

 

Clients who have already worked with me may choose to remain clients at an hourly rate instead of continuing an ongoing fee.

My current rate is $250 per hour. I charge for the time that we spend in a meeting together, time that I spend reading and responding to emails, and any additional time that I spend on your case.

What about investments?

 

Currently, Be Intentional Financial does not offer investment management services. That means I cannot hold or invest your money for you. However, investing can be an important piece of financial planning. If it is relevant to the scope of our engagement and your particular financial needs, I will provide investment education and advice.