Skip to content

financial guidance at a lower cost

Flow’s services aren’t priced appropriately for a lot of people. And many other financial planners have similar prices. What’s a gal to do?

I hope this list of free or lower-cost resources is helpful.

education/diy resources

I Will Teach You to Be Rich, by Ramit Sethi

Money for Couples, by Ramit Sethi

LOWER-COST FEE-ONLY FINANCIAL PLANNING

AdviceOnly: Hourly, Project, Ongoing

Elevation Financial: “Essentials” plan: Ongoing

Abundo Wealth: Ongoing

Nectarine: Hourly, Project, Ongoing

South Bay Financial Partners: Hourly, Project, Ongoing

FREE 1-ON-1 FINANCIAL PLANNING