What is Friendly Money? Friendly Money is a financial literacy and advising program. Through several hands-on sessions, we'll work with you to ensure that you have a basic understanding of the most important financial concepts and craft a personalized, flexible plan for your money that will grow with you.

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Why do I need one-on-one advice? Here's the truth -- you don't! There are infinite books, podcasts, apps, and more that do a great job of laying out the basics of personal finance. But it takes a lot of time and effort to seek out a diverse set of materials, extract the pieces that matter to you, and put it all into action. More importantly, even the best general resources are just that: general. At Friendly Money, we’ll create a straightforward plan that's tailored to you, crafted by a human being who can answer the questions you didn't know you had and hold you accountable for acting on it.

 

How is Friendly Money different from traditional financial planning? Most financial planning services are prohibitively expensive, in exchange for bells and whistles that you don't need when you're young and early in your career. Friendly Money operates on an affordable, advice-only structure. You pay once upfront and walk away with a stack of custom resources and a plan you can maintain yourself. There are no commission fees, no ongoing costs, and no need to provide access to your assets. We help you put the basics in place so that you can take your time learning at your own pace -- while your interest compounds and without the need to keep paying a middle-man.

 

If you're not sure where to start, let’s change that. Together, we’ll build a solid foundation that flexes and grows with you.