Financial advice & coaching for your business & your life.
Our playbooks will help you build wealth by simplifying your financial life, bringing clarity to your vision, and executing your plan.
FEATURED IN:
Who we work best with.
You’re in your 30’s & 40’s and want to build wealth.
Business Owners
Busy Professionals
It’s easy to get started.
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Discovery 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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Custom Financial Playbook
We create a custom Financial Playbook for you using our 5 step formula to help you reach your financial goals.
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Build Wealth
The goal of financial planning is to empower you to live your best life both now and in the future.
Real people, real results.
“When we transitioned from working for other people to being full-time self-employed we realized that we didn't exactly have a plan to continue saving for retirement, and we had a lot to learn about dealing with the IRS with our business. Justin started by learning about us, our business, and our goals. From there he took those factors into account and helped us create a realistic plan for saving, investing, and paying our taxes (and employees) that was easy to implement. Justin is organized and cares deeply about his client's success. 10 out of 10 would recommend. Don't think twice about hiring him.”
Jonathan & Blakley Fletcher, Digital Barbell
All testimonials are current or former clients at the time of their review, not compensated, and there are no conflicts of interests. Visit assistfp.com/reviews to see all client reviews.
Simple pricing.
No commissions. No hidden fees. Cancel anytime.
One - time payment of $499 to get started.
Personal
$300
per month
Custom personal financial plan
Unlimited virtual meetings & emails
Investment strategy
Education, coaching & accountability
Dashboard & Budgeting App
Business
$500
per month
Everything in personal, plus
Business systems
Business cash flow planning
Tax Planning
Coordinate w/ professionals
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.
We help you grow your wealth by focusing on you, not just your money.
Clarity on your financial goals.
Create financial systems & habits.
Invest for your future.
Hear from our clients.
All testimonials are current or former clients at the time of their review, not compensated, and there are no conflicts of interests.
Visit assistfp.com/reviews to see all client reviews.