Brunch & Budget Services
FIRST BRUNCH | Whether you need one-time advice or want to get to know us, our first (virtual) brunch is a good place to start
2 strategy calls
Monthly cohort meetings + study halls/office hours
Education courses on financial planning topics
Financial Roadmap task list
50% off Just One Thing Calls (bit.ly/seechangeone)
Message financial coach and they respond once per week
Task list to review on your own and during cohort calls
Lifetime access to your personalized financial portal
4 strategy calls
Monthly 1-1 calls with your financial planner
Deep analysis of all your financial documents
5-10 page financial plan recommendations and implementation strategy
Financial Advocate calls as needed
Unlimited email support with 24-48 hour business response
We manage your tasks together every month
Lifetime access to your personalized financial portal
4 strategy calls
No monthly follow up calls
Deep analysis of all your financial documents
5-10 page financial plan recommendations and implementation strategy
1 Financial Advocate call
30 days unlimited email after strategy calls
Complete task list for you to maintain
Lifetime access to your personalized financial portal
OPENINVEST | Coming soon! Our new investment partnership with OpenInvest that allows you to invest with your values
