Our Services

Enjoy the freedom that comes with knowing you are on the right track. I offer multiple services to meet anyone where they are on their journey. No hidden fees, know what you pay upfront with flat fee financial planning.

What is covered in Financial Planning?

Financial planning is a strategic approach to managing money, including investment management, maximizing your cash flow and retirement planning. At Financially Unbroken we take an additional step look at every aspect of your financial journey to make sure you’re on the right track.

Foundational Wealth Stewardship

Looking for the blueprint?

In our Foundational level, you’ll learn the basics to getting yourself on track. A practical, results-oriented service designed for those who want a clear, actionable plan to take control of their finances. This plan is customized to your unique needs, providing a checklist of strategies and objectives to work on over the course of one year.

Best compared to a “diet plan” - you will have the tools and guidance to reach some short term goals, but it is up to you to execute all of the steps on your own.

Perfect for those who prefer a more independent approach but still want expert guidance to start strong.

Includes:

2 meetings
Consolidation of financial data
Strategy & Goals for the next 12 months
Full financial plan packet

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Total Wealth Stewardship

Looking for ongoing support?

Total Wealth offers a comprehensive approach to managing your financial life with ongoing, personalized support. This all-inclusive service includes expert guidance across every aspect of your finances, from investment management and cash flow to retirement planning, ensuring that every financial decision aligns with your long-term goals.

With an emphasis on Values-Based Investing, at Financially Unbroken we believe in allowing you to invest in a way that reflects your personal values and priorities. In addition, we work closely with you to develop a tailored financial strategy, continuously adjusting and optimizing as your needs evolve.

Best for those looking for the all inclusive option. Enjoy full service financial planning, ongoing support and investment management.