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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

FREE 1-ON-1 FINANCIAL PLANNING