top of page
Couple hiking down a trail on a sunny day

Fee-Only Financial Planning and Investing for Every Life Chapter

You shouldn’t have to fit your life into a one-size-fits-all financial plan.

At Life Story Financial, financial planning and investment guidance are tailored to the chapter you're in—whether you're just getting started, growing your wealth or preparing for retirement.

​

Explore the financial planning packages below to find the best fit for you.

Packages Anchor
Open book with turning pages in soft light, representing financial planning as a journey through life chapters.

1

Start Your Wealth 
Plan

Perfect for early-career professionals or anyone ready to become more intentional with their money. This option helps you get organized, build smart habits and lay the foundation for long-term wealth.

2

Grow Your Wealth
Plan

Designed for mid-career professionals in their peak earning years. You’ll get deeper planning and guidance for complex situations—like investing, taxes, equity compensation, business ownership and more.

3

Sustain Your Wealth
Plan

Ideal for those nearing or in retirement who want to make the most of what they’ve grown. This option focuses on income planning, reducing taxes and support with sustaining your wealth for the years ahead.

Just Need Help with a Specific Financial Question?

If you’re not ready for a full planning engagement, hourly financial advice is available for guidance on a single topic like:

​​

✔ Debt repayment and cash flow strategies

✔ Retirement savings checkup
✔ Investment portfolio review

​

Schedule a call for an estimate on the number of hours needed for your topic.

​​

You may also find it helpful to browse a few of the topics I’ve written about on my blog, including ESPP and stock award decisions, Roth conversions and how taxes can influence financial planning.

Get Started

Schedule a free, no-pressure call to learn more about Life Story Financial's financial planning and investing packages.

bottom of page