Financial Planning & Management
We take the fear out of financial planning
and make it fun.
Afraid of numbers? You’ve found the right team to support you! We LOVE budgets and spreadsheets; if you don’t have a budget already, you’ll build one working with us. We work with a lot of financially-focused businesses, and have learned from the best! We will work with you to:
- Take the fear out of numbers and finance – the first step is to feel comfortable with numbers and not shy away from them!
- Give you a deeper understanding of your income & expenses so you can plan and organize appropriately.
- Find a version of financial management that works for you so you can plan and project effectively.
- Enable you to set goals that feel reachable and values-based, taking any ‘ick’ you might feel out of making money and charging what your offerings truly deserve.
- Match you with the right wealth management professionals to help you with your investment and financial goals.
We look at finances holistically and provide insight and perspective on your unique situation. We believe that analyzing financial information through financial planning and wealth management are the structural bones of any resilient organization, and strategic moves can’t happen without a proper financial plan, achievable milestones, and approachable goals.
“The Holistic Financial Plan is one of the most clarifying tools I have ever used… I truly cannot recommend using this template enough, especially if you are someone who is looking for some autonomy within your finances, trying to understand how to budget, save, and meet personal financial goals.”
– Evelyn Block
Curious about our approach to holistic financial planning and not ready to make a big investment?
No prob! We know it’s scary to invest in consulting services, especially if money feels tight. We have a really affordable, sliding-scale, self-paced Holistic Financial Planning Course available for folks who just want to get to know us and our approach a bit better.
Our approach to financial planning would be a great fit for anyone who:
- Isn’t meeting their income goals who wants to figure out why, and how to take steps to get to where they want to be.
- Is afraid of numbers, and are ready to expand, adapt or change their relationship with their finances.
- Wants to find a new way of financial management and widen their view from month-to-month to annual planning and projections.
”I really appreciate [my Holistic Financial Plan] and how it is allowing me to really focus on what I spend, what I’ve got coming in … and figure out just how I’m going to make those expenses and the income match up the way I need them to.”
– Tom Griggs
So Let's Get Started!
Schedule a Discovery Call
We craft your contract, with your goals in mind
Our work can look a lot of different ways, but it will take a Team effort. We work well under pressure and we also love making this process easy for you. We will facilitate a pace conducive to meeting collective deadlines while keeping our work feeling fun.
