Our Services

Fearless Financial Services for Individuals, Couples, & Families

Focused
Financial Plan

Starting at
$2,700*
Per individual, $3,500 per couple*

Targeted strategies for financial areas of greatest concern.

Fearless
Financial Planning

Starting at
$4,500*
Per individual, $6,000 per couple*

A comprehensive look at your entire financial picture to fuel a life without limits.

Fearless
For Hire

Starting at
$250/hr.

Financial advising as needed, by the hour.

*Our plan prices increase with complexity. For example, we charge an additional $1000 for plans with incentive stock options or other forms of equity compensation, as well as an additional $750 for any individual with K-1 income. We will do our best to let you know after our introductory call/meeting if your plan will be considered complex.

Not sure which plan is right for you?

Fearless Business Services

HR Initiatives

Diligence PEOs, design, and roll out employee benefits, create HR policies and procedures, and more.

Technology

Evaluate and implement technology to help run your business more smoothly and securely.

Wild Card

Tell us your problem, and we help you figure it out. Vendor management, insurance needs, growing pains, and more.

FEARLESS FUTURE PLANA Gift for New Graduates

A Gift That Will Give A Lifetime Of Value! The Fearless Future Plan features an initial meeting and several follow-ups with a Fearless Financial planner for one bundled price.

*She’s a little young for our Fearless Future Plan, but definitely still fierce!