Flourish Financial Life Planning Services
Your Path to Financial Freedom
I established Flourish Financial Life Planning to help women like you manage and overcome concerns about handling financial matters. Whether you have a single issue you need help resolving, want assistance in designing a financial life-plan, or desire ongoing financial advice and planning—I am here to help you.
We start with a complimentary consultation via phone call or virtual meeting. We’ll discuss your situation, address your concerns, and outline your goals. Then, we can decide the best way to move forward using one of the following options: a comprehensive Financial Life Review; my signature Your Path to Flourish program, or a one-time Project-based Planning service.
Contact me today to get started on your financial path to a flourishing life.
Financial Review
Do you know where you are, financially? Do you know where you want to be? Let’s find out!
We take a deep-dive into your financial situation and examine your entire wealth cycle, from income and investments to tax strategies and planning for the future. You’ll receive a full report of your current financial health, along with action steps for implementing my recommendations, and referrals to additional financial help so that your life can flourish. This exercise will also help determine if you could benefit from my signature ongoing planning service: Your Path to Flourish.*
The Financial Life Review covers the 7 Critical Elements of Financial Planning:
- Spending/Savings /Cash Flow
- Debt Analysis
- Insurance
- Investments
- Taxation
- Retirement
- Estate Planning
COST: $1,000
($500 due upfront, with the remainder due upon delivery of the report.)
*If you decide to move forward to Your Path to Flourish, then the Financial Life Review fee will be applied to the cost of your initial plan design.
Your Path to Flourish
Are you ready to let your financial life flourish? I can show you how!
My signature financial planning service consists of three educational and enlightening steps as we chart a new financial course for your future:
Step 1: Finding Freedom
In addition to conducting a Financial Life Review (see above), we also go through intensive Financial Literacy and Money Mindset Workshops in order to understand the issues, dispel the myths, and overcome past experiences to flourish financially.
Step 2: Focused Faith
When we align our faith with our financial goals, we flourish. I can teach you how to give back and make the world a better place, while protecting your financial health at the same time. If you’ve ever wanted to be charitable with your wealth, but had concerns that you might make mistakes, then this step shows you how to do it through topics like…
- Value discovery and clarity
- Your family tree
- Life goal planning
- Stewardship and charitable giving
- Legacy planning
Step 3: Flourishing Life
The final step is just the beginning! Once we deliver your customized plan based on the previous steps, we offer ongoing advice and consultations with monthly check-in calls, quarterly meetings by phone or video, annual updates to your Life Planner and Financial Life Calendar, and an annual review of how well you’re navigating Your Path to Flourish.
We also provide age-based discussions to discuss special financial circumstances as you get older, including topics such as…
- Health insurance after age 65
- Retirement accounts after age 72
- Legacy end-of-life planning
- Special needs considerations
- Elder care
- Long-term care insurance
- Elder housing options and preferences
- Protection of the elderly
COST: $5,800*
*$1,000 for initial plan design plus $4,800/annually for ongoing planning and consultation. Investment management services are available with ongoing planning and can be included for an additional fee of 0.50% of assets under management.
Project-based Financial Planning
Are you struggling to resolve a financial issue, but can’t make any progress? Let me help!
We’ll discuss your situation during our initial consultation to help me understand your issue fully and review the steps you may have already taken toward fixing the problem. Then we’ll work together to design a solution that fits your immediate needs.
Examples of financial issues I’ve helped resolve 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
As determined from the initial meeting, based on the project scope and complexity of client’s financial life.
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.
