Align your business strategy with your personal financial goals.
Personal & business CFO services for online coaches & service providers.
Increase net worth
Save time & money
Reduce stress & gain clarity
As featured in:
Named a 2023 Top Advisor by Investopedia 100.
Who we work best with
Online Business Owners
Optimize profit & cash flow to build wealth while living your best life.
Millennial Families
Planning for your future and theirs. We help you take care of that.
Do any of these sound like you?
You’re in your 30’s or 40’s and building a young family that you want to enjoy life with right now.
You also want to make sure your family is taken care of in the future.
You struggle making strategic financial decisions in your personal and/or business life.
It’s easy to get started.
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Free Intro Call
A no pressure intro call to see if I’m a good fit to help you with your financial journey.
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Live Your Best Life
The goal of financial planning is to empower you to live your best life both now and in the future.
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The Planning
We enjoy diving deep into the numbers to help put an actionable plan in place for you.
How we do it.
The Assist Financial Flywheel™️
A simple process to help you with every financial decision.
Financial clarity on your beliefs, goals, & vision.
Honest assessment of your current financial situation & key metrics.
A simple plan to align daily habits with your long term strategy.
Accountability & check ins to stay on track.
Simple pricing.
No commissions. No hidden fees. Cancel anytime.
One - time payment of $499 to get started.
Personal
$300/mo.
Custom Personal Financial Plan.
Unlimited Virtual Meetings & Emails.
Specific Investment Recommendations.
Education, Coaching, & Accountability.
Mobile Friendly Client Portal & Budgeting App.
Business
$500/mo.
Business Financial Planning**
**Business Planning: Includes everything in the personal plan.
Investment Management: Available as an add on.
.75% AUM Fee (paid monthly)
Specific investment recommendations are provided in the personal plan for you to manage your own investments. This add on service is only for clients who want to outsource the implementation of investment management.
as·sist
One of our core beliefs is that it is your money, and we’re here to assist you as a collaborative partner.
verb
help, typically by doing a share of the work