Ongoing Engagement: Planning, Implementation, Accountability

Custom Plan | Implementation Guidance | Secure Client Portal | Account Optimization | Hands-On Support

Investable Assets <$500k: Flat Annual Fee - Individuals: $6,000; Couples: $8,000; Families: $10,000

Investable Assets >$500k: Tiered Fee Schedule

Year 1: Peace of Mind Planning

Your first year is all about clarity, alignment, and action. We build your full financial plan from the ground up—organizing every piece of your financial life, identifying opportunities, and creating a personalized strategy that supports your values and long-term goals. This is your foundation for lasting peace of mind.

Years 2+: Purposeful Living

Once your plan is in place, we shift into ongoing partnership. As your personal CFO, I provide proactive guidance, regular check-ins, and strategic updates to keep your finances aligned with your life. Purposeful Living is about maintaining momentum and making confident decisions, knowing you have expert support every step of the way.

Speaking Engagement: Corporate, Collegiate, Community

$50-100/attendee*

You are:

  • A business that wants to provide your workforce with a useful lunch and learn session.

  • An educator that wants to arm students with the tools they need to succeed when they enter the workforce

  • A community organizer who wants to help empower others to take control of their financial future

Funded Life Financial will provide your audience with a masterclass on personal finance designed to help them understand how to utilize their benefits, value their time at work, and empower them to reduce financial stress.

FLF is happy to provide a standard presentation, or offer customization tailored to things like company benefits, median attendee salary, student loan payoff, or retirement planning.

Happy workforce drives productivity, schedule an FLF presentation today.

* Quote based on customization & attendee size

Services Offered

  • Loan Assessment

  • Behavioral Finance: Habit Change

  • Merging Finances

  • College Saving Planning

  • Housing Affordability

  • Insurance Considerations

  • Tax Optimization

  • Estate Planning Jumpstart

  • Account Support (opening, setup, selection, review, navigation)

  • Whole Financial Analysis

  • Debt Payoff

  • Cash Flow Allocation

  • Goal Planning & Prioritization

  • Personal Financial Education

  • Investment Review & Recommendations

  • Asset Management & Trade Activities

  • Company Benefits Review

  • Compensation Analysis

Services Not Currently Offered

  • Tax Filing – Clients should have a tax professional in place. I coordinate with your CPA when appropriate and requested.

  • Estate Documents – Clients should have an estate planning attorney in place. I coordinate with your legal counsel when appropriate and requested.

  • Real Estate Investment Advice – I focus on planning for personal use. Clients pursuing real estate investing should have appropriate professionals in place.

  • Business Advisory Services – Clients with businesses should have appropriate business and tax professionals in place. My focus is on personal financial planning, and will incorporate business costs/consideration into your plan. However, business entity planning is not offered at this time.

Let FLF design your pathway to peace so you can start living.