Flourish Financial Life Planning Services
Ways We Can Work Together
Your financial life deserves clarity and a steady guide you can trust. I offer three service options designed to meet you where you are—whether you want a comprehensive plan, ongoing partnership, or focused help with a specific challenge. Each option is transparent, values‑aligned, and tailored to support your next steps with confidence and peace.
You can learn more about each service below. If you’re not sure which one fits your season of life, we can talk through them together during a complimentary consultation.
Guided Planning
Designed for clients who want ongoing guidance, regular check‑ins, and support as life and priorities evolve.
Guided Planning is a long‑term planning relationship designed to support you through every season of life. We work together throughout the year to help you stay organized, make confident decisions, and keep your financial life aligned with your values and goals.
This service is ideal for women who want a trusted partner to walk with them—not just during major transitions, but through the everyday decisions that shape their financial lives.
What Guided Planning Includes
- Regular check-ins and planning conversations
- Updates to your financial plan as life changes
- Support with retirement planning, cash flow, investments, tax aware strategies, and estate considerations
- Guidance during transitions such as retirement, caregiving, career changes, or loss
- A steady compassionate space to talk openly about money without judgment
- Access to me throughout the year for questions, decisions, and clarity
This is a long‑term planning relationship that grows with you, offering steady guidance through each season of life.
COST: $4,800/year + $1,000 initial setup
Investment management services are available with guided planning and can be included for an additional fee of 0.50%/year of assets under management.
Clarity Snapshot
Designed for those who want clarity and actionable next steps in a single, focused engagement.
Clarity Snapshot provides a clear, comprehensive look at your financial life right now. We focus on the areas most relevant to you—your goals, estate considerations, investments, risk tolerance, and more—and identify the next steps that will bring clarity and confidence to your decisions.
You’ll receive a set of thoughtful, actionable recommendations you can implement at your own pace, with or without ongoing support. This is a focused, one‑time engagement designed to help you understand where you are, where you want to go, and what will move you forward.
COST: $1,500
Focused Support
Designed for situations where focused, short‑term guidance will help you make a clear and informed decision.
Focused Support offers targeted help with a specific financial task or challenge. Whether you’re making a decision, organizing information, or addressing something that has been weighing on you, we work together to bring clarity and momentum so you can move forward with peace of mind.
Examples of areas where I have provided support include:
- Recovery of lost assets or unreachable streams of income
- Review of annuity provisions and benefits and strategies within an existing financial plan
- Complex insurance questions concerning the death of a loved one
- Intervention and recommendations for protecting the needs of elderly or vulnerable adults
- Analysis of accounts and spending habits for suspected fraud
- Probate matters
COST: Varies based on complexity
Let’s Talk!
Whatever your financial needs, we can discuss your personal situation and how I can help you make confident decisions moving forward. Reach out by submitting this quick form and I’ll be in touch.
