financial planning
for the
99%
Guided, DIY financial plan that gives you access to the planning of the 1%
plan to enjoy your money
How many times do you use a GPS to find your way somewhere? Well, a financial plan is essentially your financial GPS.
CFP® Guided
You can stop buying Starbucks every day, as Suze Orman tells you, (serious eye roll), or you can work with an actual CFP® AKA Certified Financial Planner™ and find out if you really need to give up your daily coffee to achieve your goals.
Budget Conscious
Please believe that there are many differences between the 99% and the 1%. One among them is the type of financial advice, education, and assistance we receive. We will have online or phone meetings each month to help you through the process. This will allow you access to financial advice when situations arise, or just help rebalancing your 401k.
User Friendly
Let me be real for a minute. I cut the BS. I am not going to speak over your head or try to impress you with my knowledge; no one has time for that. But, if you are serious, I will walk you through the process easily and you will know what steps you need to take to achieve your goals, dreams, and personal legends.
You have been shafted by my industry long enough
HOW IT WORKS
This is a 12 month process where each month we will cover a new topic
the process
1
Sign Up
$50 set up fee + $275.00 per month, with a 12-month commitment, gives you meetings with me either online or via phone, to walk you through a new step of the financial planning process each month. Together we customize a financial plan based on your needs.
2
12-Month Cycle
In our meetings we will uncover your financial goals and what you need to do to achieve them. In our discussions you will find out what is truly important to you and you will be surprised at what you uncover about yourself and your money.
3
Retainer
After the 12-month commitment, you have the ability to keep me on retainer at $275 per month, so if you have financial decisions that arise you have access to continued financial advice.v
LEARN THE BASICS ALONE
LEARN THE BASICS ALONE
For my peeps who don’t understand finances but need to learn, this book is for you. I know you don’t want to pick up a finance book, much less buy a book about it for fear of being bored to death; I got you. The many illustrations, music references, and its size make this book digestible and fun. I recommend you read it on the toilet. Buy it, you will enjoy learning about finances!
WHY I CAN HELP
Well, if I may brag slightly, I am a Certified Financial Planner™, with multiple licenses, (www.hotmoonfinancial.com), and have been in the financial industry since I was 18. During that time I have also had criss crossing careers in the entertainment sector.
I am the author of Finances the Other “F” Word-Another “F” Word to Love, and host of the podcast under the same name, (find it wherever you get your podcasts). I was raised by my depression era grandparents who held lifelong insecurities about money, due to lack of education and help and I think that this is BS! I want to close the gap between the 99% and the 1% and it all starts with education and the equal sharing of financial information.
I believe in the need for these plans so much, now I need you to care about your financial success as much as I do. I have only a limited number of clients I can take on under this program at a time and no I’m not just saying that to put a fire under your butt, I am being frank with you as I need to make my bills too.
add on services
Investment Management
Monitor financial investments taking into account life changes.
Retirement Planning
When do you want to retire? What do you need to get there?
Life Event Planning
Having a child, marriage, divorce, planning for death, or buying a home.
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