Friendly Money is in beta mode!
We're currently refining the Friendly Money plan with a select group of clients. We'll have more details on services and pricing soon. In the meantime, if you're interested in adding yourself to the waitlist, reach out and let us know!
The Friendly Money Guided Plan
Reach out for a free consultation to see if the Friendly Money plan is a good fit for you.
1
One-on-One Advising Sessions
The heart of Friendly Money is our one-on-one advising sessions. We'll meet twice, in hour-long video conferencing sessions, so that we can dig deeper into your specific situation and goals, work together on crafting your plan, and of course, answer any financial questions that you have.
2
Personalized Action Plan
Together we'll create a fully personalized plan with a suggested budget, investment allocation, action items for you to complete now, and maintenance actions for you to keep an eye on going forward. The plan is delivered in easy-to-follow steps designed to minimize complexity and maximize value for you.
3
Take-Home Resources
We give you access to robust explainers -- based on years of research and hard-won knowledge -- on financial concepts you should know, plus the basics of investing for retirement, investing beyond retirement, and US taxes. Mini-explainers for any other topics you're interested in can be provided upon request.
4
Ad Hoc Advice
While we're working together, you can reach out anytime over email with questions outside of our IRL advising sessions. The goal of Friendly Money is to reduce stress and confusion about your financial future, so if there's a question keeping you up at night, you don't need to wait to get it answered.
5
Cheat Codes
Over the years, we've learned that there are lots of little cheat codes about how to build and maintain a solid financial foundation that don't neatly fall into traditional personal finance categories. We've compiled these cheat codes to share with you at the end of your engagement.