Packages from $650
No one loves to budget - until now. You'll discover how to make tracking your money easy, flexible and motivating. You won't feel like you are constantly nickel and diming yourself or second-guessing your purchases. Instead, you'll learn how to prioritize with a plan in place for the things you value most.
If you're not sure where your money is going or worried your short-term splurges may prevent you from achieving some of your long-term goals, this service is for you.
Quick Start: $700+
Comprehensive: $750 upfront; $150 monthly
Focused College Planning: Project-based
There are two options for financial planning: Quick Start and Comprehensive.
Quick Start is project-based and includes an initial meeting to discuss goals, 2-4 calls/emails to gather data and a final call to present recommendations.
Comprehensive Financial Planning is the foundation of what we do. We help you create a big-picture understanding of your financial life, addressing topics such as cash-flow and budgeting, debt re-payment, college planning, investment allocation, retirement planning and related tax and estate planning issues. Once a plan is created, we offer on-going support to ensure you stay on track and to trouble-shoot new questions as they arise.
We also provide Investment Management for clients as an added service where appropriate.
Varying fees based on program needs.
Small group workshops and and employee wellness programs are available on the following topics for schools, small businesses, and organizations:
- Financial Literacy: How to Build a Solid Financial Foundation
- Financial Wellness: What is It and Why Your Company Needs It
- Employee Benefits 101
- Goal-setting and Cultivating a Money/Success Mindset
- Budgeting and Building a Solid Financial Foundation
- Women & Money
- And much more
We can tailor speaking, workshops, and classes for your particular audience and needs.
For more information, please send an email with the Subject Line: Speaking Inquiry to: firstname.lastname@example.org.
January 26, 2017
December 15, 2016
"Paying for College: Real Solutions for Real Life"
For more information, please send an inquiry to: email@example.com.
Join us at Form Pilates at Union Square where we'll be teaching a class open to the public on "Putting the Flow Back into Cash Flow."
For more information, please send an email with the Subject Line: "Cash Flow NYC" to: firstname.lastname@example.org.
Ellevate is a nationally recognized organization for professional women. Join us on December 15 @12:00 EST when we will be conducting an online lunch and learn series on "How to Prevent a Money Hangover this Holiday Season" for Ellevate members and guests.
In addition to budgeting tips, you will learn invaluable tools on how to de-stress from the anxiety that often comes up when we spend money this time of year. Celebrate the season without the worry of having to deal with a "money hangover" in the New Year!
For more information, please send an email with the Subject Line: "Ellevate" to: email@example.com.
Not sure which service is right for you?
If you are unsure which service best meets your needs, just schedule a no-obligation introductory call to get your questions answered and learn more about how we can help.
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