Financial Planning & Investment Management for Millennials
We help six-figure Solopreneurs, Small Business Owners, and High Earning Professionals build wealth without giving up living your life today.
FEATURED IN:
We can help you if…
✅ You want a personalized financial plan and a partner to hold you accountable to it.
✅ You want to align your business finances with your personal financial plan.
✅ You want to feel confident that you’re doing what you need to today in order to be secure in the future.
✅ You are tired of making a lot of money but always feeling broke.
✅ You have a family whose future you want to set up financially.
✅ You want to build wealth without sacrificing living for today.
We can answer your questions, such as…
💭 How do I save for retirement as a small business owner?
💭 What should I be investing in?
💭 Can we afford to buy a new house, car, take a vacation, etc.?
💭 How do I pay off my debt?
💭 What should I do with all of this cash sitting in the bank account?
💭 What should I be doing that I’m not?
… and much more!
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
“Working with Justin has been game changing for me - both personally and professionally. I started my coaching business two years before we started working together and I had no idea how to manage my business OR personal finances. Hiring him has been a huge return on my investment because now I’m actually saving money, and I’ve learned A LOT. He’s knowledgeable, he responds quickly, he helps you set realistic goals, and he actually cares about building wealth for you. Investing in him has made me more money than it’s cost me.”
Beckyn Mickelson, Fireproof Fitness
“I've been an online fitness coach, marketing coach and business strategist over my 6 year entrepreneurial journey so far and I've been given some pretty awful tax, prep and financial advice over the years and has probably cost me $17k+ in unnecessary spending for guidance that ended up causing more headaches and problems to fix with the IRS. So sufficed to say, I'm so grateful to get guidance on how to take responsibility of my role in mastering wealth, growth and money management because of Justin. Still got lots to learn but I can safely say Justin has got my back!”
Emily Carlson, Fitness Business Coach
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.
Here’s what you’ll get:
A Dedicated Financial Advisor
You will work directly with a Financial Advisor & Coach to help you clarify your vision, set financial goals, track progress, and answer all of your questions along the way.
Personalized Financial Advice
We believe that personal finance is personal, therefore we don’t do cookie cutter advice. Every financial plan is custom tailorerd to your current situation & ideal life.
Business Financial Planning Included
Don’t worry, we’re experts in that area and don’t charge additional to help you align your business finances with your personal plan.
The Assist Playbook
A 5 step process to help you build wealth.
The Assist Assessment
We need to know where you currently stand so this is a way to face the numbers and reality.
Vision, Goals, & Systems
Now that we know where you currently stand, let’s figure out where you want to go with your financial future and create the systems to make sure you get there.
Cash Flow Funnel
We will visually map out your current cash flow and create an intentional plan to fuel your goals.
Quarterly Planning
We break down your financial goals into bite sized actions that you can track & measure over a 90 day period. We will meet for a coaching session each period to review progress & make necessary changes.
Coaching & Execution
We pride ourselves on being different than most financial advisors. And if working with Online Health & Fitness Coaches in their 30’s & 40’s wasn’t already enough, we go one step further to provide coaching & advice support to help you achieve your goals.
Simple pricing.
No commissions. No hidden fees. Cancel anytime.
Both tiers receive advice, education, and coaching across business & personal finances.
Financial Coaching
$149
per month
One - time payment of $249 to get started.
Onboarding Kickoff Call
Unlimited 1:1 Messaging w. Advisor
Monthly Office Hours & Trainings
Education, coaching & accountability
Annual Strategy Session
Wealth Management
$350
per month,
One - time payment of $499 to get started.
Everything in Foundations, plus
3-4 Onboarding Calls
Monthly Check Ins
Quarterly Reviews
2X Annual Strategy Sessions & Unlimited Calls as Needed
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.
It’s easy to get started.
👨🏻💻
Free FIT Call
A no pressure call to help provide actionable steps for you and see if I’m a good fit to help you.
📓
Custom Financial Playbook
We create a custom Financial Playbook for you using our 5 step formula to help you reach your financial goals.
🎯
Build Wealth
The goal of financial planning is to empower you to live your best life both now and in the future.
Meet your advisor.
Justin Green, Certified Financial Planner™️
I am committed to helping individuals and families in their 30s and 40s create personalized financial plans and execute them.
When I launched the firm in 2021, I knew I could finally combine those passions by serving my generation with the 7+ years of experience I have helping individuals with their money.
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.