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Individuals and Families
Ready to Overhaul Your Finances?
Introducing Our Most Comprehensive Package: VIP Financial Planning
Word on the street is that you need a financial planner... but what does that actually mean? In a nutshell, the financial planning process helps you get clear on your goals, evaluate your current strategy, and figure out what changes you need to kick ass at those goals.
Our process unfolds over three 90-minute meetings and covers THE WORKS: budgeting, debt, credit scores, estate planning, employee benefits, insurance, investments, retirement, and social security. As a bonus, you get 30 days of phone and email support after plan delivery, to help make sure you're successful implementing your action items and recommendations!
FINANCIAL PLANNING MAY BE A GOOD FIT IF:
Need just a little help?
Here are some other options to get you started!
Y&S HOURLY SESSIONS
Just have a couple financial questions to discuss? Want some good old fashioned brain pickings from a bona fide money nerd? Our hourly sessions allow you to control the conversation. Simply make your list of questions, choose a time that works for you, and get ready to talk money!
Y&S DISCOVERY SESSIONS
If you're looking to go deeper on one topic, with extra time for questions, our two-hour Discovery Sessions can help. We've got options to help you build your budget and manage your debt, or get started as a DIY investor!
Y&S RETIREMENT MINI-PLAN
If you're looking for a retirement plan without all the bells and whistles, the Retirement Mini-Plan is for you. We'll uncover your retirement goals, then recommend investment choices and savings targets to help you get there!
Looking for Ongoing Support?
Much like a personal trainer for your finances, the job of a financial coach is not just to help you set goals, but to provide regular education, accountability, and mentorship to help you actually achieve them. We'll meet once or twice per month, with unlimited email support between sessions.2 sessions - $500/month
If DIY-ing your investments sounds stressful and time-consuming, we got you. As your investment manager, we'll help you open your accounts, get your money all in one place, figure out where your money needs to go, and then implement all the trades on your behalf.More than $25k under management - 1% of assets managed.
INTEGRATIVE INVESTMENTS & PLANNING
If you like the sound of a comprehensive financial plan, but already know you want help implementing and managing your investments over time, we can dive right into both!More than than $250k under management - 1% of assets managed.