Welcome,
Savvy Girl Followers!
when you use the code SAVVY
“The best part? You get to work with real human planners who develop tailored financial plans just for you. Whether you’re looking for a one-time session or ongoing advice, they make your life easier.” – Savvy Girl
Want to schedule a free intro call? Get in touch:
Why We’re Different and About Our Process
- A fiduciary (human!) financial planner to understand your financial habits, goals, and fears.
- A full Financial Plan with step-by-step advice on how much to save, how to achieve your financial goals, and guidance on estate planning, insurance and investments.
- $260/hour for your initial plan, typically 2-4 hours over 2-3 meetings
- Once you have a plan, annual check-ins and meetings to update your plan for a life change are $220/hour
- No long-term commitment; you can terminate at any time.
Who are our clients?
She’s 31 and single. She rents her apartment, but is hoping to buy a property in the next few years. She has some student loans. Sarah probably needs 2 hours for her Initial Plan.
They’re in their mid-thirties, married, and have a toddler with one on the way. Tyler’s not that happy with his job and wants a change. Olivia and Tyler probably need 3-4 hours.
Rob and Susan are in their early fifties. Two children, both in college. They want to retire in their early sixties if they can. Rob and Susan probably need 4 hours.