Accountability Service
We know it’s hard to save, pay down debt and cut spending. Sometimes you need an Accountability Partner.
We know you can do it
and we’re here to help
What Fearless Finance’s accountability service does for you
- Email notifications when your spending or savings are not going to plan.
- Meeting with your planner every other month to check cash flow and/or debt pay-off.
- Check-ins quarterly or semi-annually (charged at your planner’s hourly rate) to check progress.
- Someone to be accountable to by email to stay on track.
Who should consider
accountability service
- Clients who need a little extra boost to stay on spending plans.
- Clients who do better when they have a human to interact with on progress.
- Clients with specific debt or spending goals for a fixed period of time (e.g. paying off a credit card in 12 months).
- Clients who need someone to share their spending journey with.
Frequently asked questions
Do you get your to-do’s done when you know someone is going to ask about them?
Can I cancel Accountability Service when I’ve reached my goals?
Can I choose what I ask my planner to hold me accountable for?
Latest Insights
Hourly Financial Advisors: Pay for the Advice, Not the Assets
Somewhere along the way, the financial industry decided that the bigger your savings, the more you should pay someone just to look after them. That math never quite added up. An hourly financial advisor flips the entire model on its head, charging you for the time...
Why More People Are Paying Their Financial Advisor by the Hour
Your advisor gets a raise every time your portfolio grows, whether they lift a finger or not. Sit with that for a second, because it changes how you think about the bill. That is the quiet math behind the assets-under-management, or AUM, model, and it is exactly why...
Do You Need a Financial Advisor If You Already Have a 401(k)?
A 401(k) is a strong start for retirement, but it is not always a complete financial plan. Many people contribute each month and assume they are fully prepared for the future. Later, they realize they still have questions about savings, debt, taxes, budgeting,...
We'll get in touch
with you!
Simply fill out some basic information and one of our advisors will reach out to schedule a consultation.