One-time or lower-cost financial guidance
At Flow, we focus on ongoing, comprehensive relationships with clients, and we charge a fee commensurate with that service. Maybe you just want help for a single issue, or Flow’s fees aren’t appropriate for your financial situation. What’s a gal to do?
I hope this list of other planning resources is helpful.
Hourly or Project Equity planning
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
