Holistic Financial Plan
I take an energetic and trauma-informed approach to develop and deliver a holistic financial plan to support you in co-creating the life you desire.
Financial abundance is your birthright. Let’s put a plan in place to claim it.
This service is a powerful combination of intellect, integrity and intuition as described in my approach. Bridging the gap between financial planning, financial trauma, and spirituality creates a powerful synergy to help you create sustainable wealth and achieve your financial goals.
In this service, you’ll receive a comprehensive financial plan within three months, with the option to add ongoing support after your plan is delivered.
Below is an overview of the planning process and what’s included:
The Process & What’s Included:
TOPIC AREAS COVERED IN A HOLISTIC FINANCIAL PLAN
- Establishing Heart-led Financial Goals and Intentions
- Assessing Your Net Worth and Cash Flow
- Creating a Budget
- Creating a Debt Repayment Plan
- Education Planning
- Insurance & Risk Management
- Investment Review & Strategy
- Tax Planning
- Retirement Planning
- Estate Planning
- Evaluating a Home Purchase
- Buy vs. Rent Decisions
- Preparing to Start a Business
- Preparing to Take a Sabbatical
- Preparing to Start or Expand a Family
- Providing Financial Support to Family Members
- Charitable Giving
- Career Planning & Evaluating a Job Offer
- Help Electing/Maximizing Employer Benefits
- And more!
Holistic Financial Plan
STEP 1: A WEALTH ENERGETIC ASSESSMENT MEETING
This meeting aims to assess the mindset, emotions and energetics behind your current relationship with money, including any obstacles or resistance. This helps guide how to design and structure your holistic financial plan.
I take an intuitive and trauma-informed approach to this session. I may incorporate intuitive messages or touch on key aspects of your numerology, astrology or human design related to your finances.
STEP 2: A FINANCIAL ONBOARDING MEETING
Before this session, you’ll receive a checklist of the financial documentation I need to get started on your plan. While we will go over that and other logistical items, time will also be spent defining your heart-led financial intentions and goals and connecting to your future visions.
STEP 3: THREE TO FOUR ORGANIZATION MEETINGS
as I continue to collect and review your financial documents, address questions, and collaboratively start to draft your financial plan.
During the planning process, I’ll assign you additional tasks or homework assignments to help you mentally, emotionally and energetically prime yourself to receive your financial plan in the most impactful way.
STEP 4: HOLISTIC FINANCIAL PLAN DELIVERABLE + REVIEW SESSION
I’ll carefully walk you through your final plan and my recommendations. It also includes an analysis and advice to any specific financial question(s) you had.
Ongoing Planning (Optional Add-On After Plan Is Delivered)
SUPPORT IMPLEMENTING AND MONITORING PLAN ACTION ITEMS
You are never doing this work alone. At least 1x per quarter I’ll review the status of your practical plan and assess if any changes are needed. On an ad hoc basis, I will perform a scenario analysis should your circumstances change.
WEALTH ENERGETIC CHECK-IN MEETINGS
While your practical plan is in motion, it’s essential that you continue to stay in energetic alignment with your financial goals.
At least 2x per quarter, I will check-in on your mindset, emotions and energy around money, in case there are new obstacles or blocks that arise that could affect the success of your plan. I may assign additional homework or exercises to help with further alignment and integration.
ON-DEMAND ACCESS TO ME
for any finance or wealth energetic questions that come up.
If you’d like to receive a Holistic Financial Plan, I charge a flat fee of $2,100 (Individuals) and $2,850 (Couples/Families). This fee is payable in full or in 3 monthly installments of $700 or $950, respectively. Your final plan will be delivered to you within 90 days unless unforeseen circumstances prevent us from meeting that timeline.
After your plan is delivered, you have the option to add ongoing planning support. Ongoing support is an additional flat fee of $300/quarter ($100/month) for Individuals or $450/quarter ($150/month) for Couples/Families. While there is no obligation to purchase ongoing support, I highly recommend purchasing at least one quarter (3 months) of support after your plan is delivered to help you implement and integrate your plan!
How Often Do We Meet? What Is The Time Commitment?
We meet at least 2x per month for three months in order to create & deliver your financial plan. Outside of our formal meetings, you are expected to gather information or complete homework assignments when prompted. On average, anticipate dedicating 5 to 15 hours per month.
Why Are The First 3-Months Of Work The Most Expensive?
I believe this is the most fair energetic exchange based on the amount of work involved upfront. On average, I spend 40 to 60 hours creating your financial plan. After completing your initial plan, implementation, monitoring and accountability support warrant a lower energetic exchange.
Can I Purchase Ongoing Support On A Month-To-Month Basis?
No. In order for me to best support you practically, mentally, emotionally, and energetically, you must purchase ongoing support in quarterly increments. However, these ongoing planning fees are payable monthly or quarterly.
Why Do You Take An Energetic And Trauma-Informed Approach To Constructing A Financial Plan?
This ensures your plan gets created and delivered in the most optimal way (a way that resonates with you)!
If I ignore the energetics or trauma around money, I have not done my due diligence as a Fiduciary. It’s important to mentally, emotionally, and energetically attune/orient yourself so you can ultimately implement and integrate your plan with greater ease/less resistance.