Ongoing Financial Planning Service (Monthly Retainer)

This monthly retainer service offers continuous support and expert guidance for achieving your financial independence and life goals, with a strong focus on sustainability. By integrating environmentally and socially conscious strategies into your financial plan, you can align your money with your values while staying on track to reach your objectives. With regular check-ins and exclusive access to sustainable financial resources, this service ensures you adapt seamlessly to life changes while making a positive impact on the planet.

What’s Included

1. Ongoing Financial Planning and Support

• Personalized Sustainable Strategies: Receive tailored advice on budgeting, investments, and retirement planning, emphasizing eco-conscious and socially responsible choices.

• Sustainability-Focused Investments: Guidance on building a portfolio that prioritizes Environmental, Social, and Governance (ESG) factors while maximizing growth.

• Real-Time Support: Access a financial advisor for questions, concerns, and input on integrating sustainability into your financial decisions.

• FIRE Goal Tracking: Monitor your progress toward short- and long-term financial objectives, such as achieving FIRE, buying/selling a home, or funding education.

• Green Goal Tracking: Monitor progress toward goals like reducing your carbon footprint, funding renewable energy projects, or aligning with ethical business practices.

2. Quarterly Reviews and Adjustments

• Sustainable Check-Ins: Quarterly reviews assess your financial performance, including income, expenses, savings rate, and your alignment with sustainable and ethical objectives.

• Plan Adjustments: Update your financial strategies based on life changes, evolving markets, or new opportunities for impact investing.

• Proactive Problem-Solving: Identify and address potential issues early, such as overspending, underperforming investments, or changing tax considerations.

• Eco-Friendly Solutions: Identify and implement strategies to make your financial plan greener, such as tax benefits for sustainable initiatives or socially responsible giving.

Why Choose This Service?

• Peace of Mind: With expert, sustainability-conscious guidance on call, you’ll feel confident managing your finances and making eco-friendly decisions.

• Adaptability: Quarterly reviews keep your financial and environmental goals in sync with evolving life circumstances.

• Aligned with Your Values: By incorporating ESG principles and ethical strategies, you’ll ensure your financial plan reflects your commitment to sustainability.

• Value for Money: A cost-effective way to maintain a high level of ongoing expert guidance, sustainable investment insights, and financial planning support without the upfront costs of a comprehensive one-time plan.

This service is ideal for individuals and families who want consistent, expert financial advice while incorporating sustainability into their financial independence journey. Together, we’ll help you build a future that’s both financially secure and environmentally responsible.