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Start Your Wealth Plan → Create Your Story
Every great financial journey begins with understanding where you are and where you want to go. When you're just getting started in your career, I can help you build momentum and track your progress.
Financial Planning Creates a Strong Start to
Your Financial Story
Life Story Financial’s Start Your Wealth Plan is designed for young professionals who are early in their wealth-building years. We’ll work together to understand your financial health, set clear goals and create smart habits to support the life you want to live as you get started building your long-term wealth.
What You'll Get from the Start Your Wealth Plan
This coaching-style financial planning program is a great way to experience what it's like to partner with a financial advisor.
A Clear Financial Starting Point 🌱
Understand where you are today with a simple, organized snapshot of your income, spending, debt, savings, investments and insurance.
Support and Accountability 🤝
On demand advice and access to an easy-to-use financial planning tool that tracks your progress, allowing you to make adjustments as your finances change.
A Personalized Action Plan 📝
Receive step-by-step recommendations to help you pay down debt, build savings and invest wisely to reach your short- and long-term goals.
Investment Strategy Guidance 🎯
Advice on how to start investing (or refine your existing strategy) in a way that's aligned with your goals, timeline and comfort with risk.
Who the Start Your Wealth Plan Is For
Life Story Financial's Start Your Wealth Plan is a fit if you:
✔ Are in your 20s to early-30s with reliable income and a less complicated financial life.
✔ Want a proactive approach to reach goals like buying a home, paying off student loans, traveling, starting a family or building your investment portfolio.
✔ Are a do-it-yourselfer and prefer a coaching-style relationship instead of a traditional financial planning approach.
✔ Want professional advice without an investment minimum or long-term commitment.
How the Start Your Wealth Plan Works
✔ Virtual Meetings & On-Demand Support: I’ll meet you where you are, financially and geographically, providing guidance along the way.
✔ Access to Life Story Financial's Financial Planning App: Track your progress, receive helpful reminders and stay connected with a user-friendly planning tool called Elements®.
✔ Opportunity to Grow: As your needs evolve and your wealth (and complexity) grow, you can easily transition to deeper financial planning and investment management services.
✔ Flat Fee: Cost is $1,000 for a three‑month engagement, with the option to continue if you like how we work together.*
*If you add investment management, the assets under management (AUM) fee will be credited toward your flat fee calculation.
Have more questions? Schedule a call below and see this list of FAQs.