Let’s Build Your Dream Life.

The Funded Life Financial Philosophy

Since 2021 I have personally worked 1:1 with people who want to build a better future for themselves. FLF is all about providing the personal financial literacy that empowers people to take control of their futures. The FLF approach is realistic, personalized, and nonjudgemental. We will focus on what your dream life is to design a system that funds that life in the background while you get to live day to day.

FLF incorporates guilt-free spending while you fund your future - you deserve to live for today AND plan for tomorrow. Together we will celebrate the wins both big and small, knowing consistency is the key to success. I can’t wait to help you fund your dream life!

Planning & Engagement Process

  • I learn about you and your goals. Why are you reaching out? What problems or concerns do you currently have in regards to your finances? What are you hoping to accomplish? I share how to I work with clients and answer questions you have.

    After our call I will send you a proposal. If you’re excited, sign it.

  • Before we make any decisions about your money, I want to learn about your relationship, habits, and goals with your money. This helps me understand how best to serve you! We’ll have a meeting focused solely on what your day to day is like, how you’d like to design your life, and what obstacles you might be facing.

  • I will be giving you a link to upload your documents, but I know taking the first step can be overwhelming. If you avoid opening bills or looking at credit card statements you’re not alone. Alternatively, it might be confusing knowing exactly what I need, and I don’t want you to put off what feels like a chore. I believe we should start this process together, and once you’re comfortable I’ll let you finish on your own.

  • Now that I have all of your data, I’ll take the time to compile it for you so we can look at the full picture together. This is where we will revisit your goals, I’ll fill in the any gaps I might see for important considerations, and we will prioritize your action items. Once we are on the same page, I’ll finalize your plan.

  • This is where I show you exactly what steps I advise you take to achieve your financial dreams. I find that the majority of people I work with are most successful when they have a professional support system to keep them on track. Habit change is hard, but if you engage with me we can make sure your Funded Life beings now.

  • We meet regularly take action on implementing your financial changes. I am available via email and scheduled appointments to answer questions and provide ongoing support. We will also regularly review your financial situation and adjust as needed.

    Life isn’t set it and forget it, and because your finances fund your life they will need check-ins too. People move, income changes, families grow, or priorities shift. This is a fluid process where we will make updates and tweakments to ensure your financial habits are perfectly personalized to your life.

Tell Me More about FLF Engagements

The core of an Engagement with Funded Life Financial is the “Automate to Optimize” flowchart. While everyone’s financial picture is different, healthy finances always share basic principles: Emergency Fund, Insurance, Investments, Debt-Free. The FLF flowchart ensures you are funding these needs, while including your personal goals.

My engagements are 12 months long and I charge a flat fee based on the complexity of your personal situation. You may choose to pay this fee monthly or quarterly. During those 12 months we will clean up your accounts, make sure your personal goals are being realized by putting you in control of your cashflow, and provide you with the financial confidence to make the money decisions right for you for the rest of your life.

In addition to factors such as assets owned, number of household members, debt, and income frequency, complexity can also refer to your personal relationship with money.

I’m here to help soothe anxieties about investing, adjust your plan when unexpected expenses come up, and help you figure out how you can keep your social calendar while paying down debt.