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Ongoing Financial Planning
Year 1: Financial Life Review + Comprehensive Plan Development + Education
Full in-depth planning process to cover every aspect of your financial life over the first 12 months, in addition to building your financial confidence and education along the way
Designed to really guide you and get all of your personal financial systems set up together
Deep dives into any and all personal finance topics that apply to you (such as company stock compensation, buying a house, preparing for career changes, etc)
Generally ~1 meeting per month, with plenty of support and action items in-between
$3,828/year ($319/month) Individuals
$5,472/year ($456/month) Couples
Year 2+: Ongoing Support + Implementing/Adjusting the Plan
Guidance and support throughout the year to keep you on track and accountable to implement your financial plan and adjust it as your life changes
Includes plan updates and check-ins every ~3 months, plus up to 2 hours per year of email and Zoom meeting support
Optional maintenance plan to stay connected with Sarah while you confidently DIY your financial plan - you can also choose to stay on the Year 1 plan even after one year for as long as it makes sense for you
$1,956/year ($163/month) Individuals
$2,940/year ($245/month) Couples
* Because financial planning is an in-depth personal process, clients must start on “Year 1” plan before moving to “Year 2+” plan. This plan does not include an annual financial review, as described below.
Annual Review (optional; applies to ongoing Year 2+ clients only)
Complete re-review of your finances to see how you’re tracking to your goals and determine the next steps and actions you should take
$989 / $1878
There are so many moving pieces of your financial life — let me help you:
Get organized and set up your personal finance systems
Understand your current balance sheet and optimize your cash flow
Set goals and cash flow priorities
Pay down your debt
Invest with confidence in a way that makes sense for you
Save strategically for “Future You” and your financial independence
Protect you: review your insurance policies
Plan ahead with estate planning
Plan for specific life events, like going back to school or getting married
Make the most of your company stock compensation
Review and optimize your employee benefits