Ongoing Engagement: Planning, Implementation, Accountability

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

Year 1: Peace of Mind Planning

Annual pricing starts at $2,500 and increases based on complexity

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

Annual pricing reduction - maintenance mode

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

Coming Soon

Foundations for Life: Financial Literacy Courses and Coaching

See Course Options Here

Gift yourself or a loved one the tools to build lifelong financial confidence! This hands-on course goes beyond the basics to instill healthy money habits, thoughtful decision-making, and a values-based approach to wealth. Through guided activities and real-world examples, students will explore:

  • The power of delayed gratification

  • How to pay yourself first and build a savings mindset

  • The magic of compounding interest

  • Key differences between common account types

  • How to discover and define life goals

  • Using money as a tool, not the end goal

Services Offered

  • Loan Assessment

  • Behavioral Finance: Habit Change

  • Merging Finances

  • College Saving Planning

  • Housing Affordability

  • Insurance Considerations

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

  • Financial Literacy Courses

  • Whole Financial Analysis

  • Debt Payoff

  • Cash Flow Allocation

  • Goal Planning & Prioritization

  • Personal Financial Education

  • Investment Review

  • Investment Recommendations

  • Company Benefits Review

  • Compensation Analysis

Services Not Currently Offered

  • Tax Services (please refer to a CPA)

  • Asset Custody or Active Management (FLF is not associated with a broker/dealer)

  • Trade Activities (I can help you choose your investments, I do not buy or sell them on your behalf)

  • Real Estate Investment Advice

  • Estate Planning (please refer to a lawyer for a will or trust)

  • Insurance Purchasing (I do not sell any products nor do I accept any commissions or kickbacks from anyone, ever.)

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