Find Your FI operates as a registered financial planning firm specializing in comprehensive financial coaching and strategy design. Find Your FI helps clients evaluate their current and future financial situations to build customized plans targeting financial independence. Services cover a wide range of personal finance topics, including retirement planning, cash flow and debt management, tax planning strategies, estate planning, business consulting, college savings, and employee benefits optimization. Find Your FI does not manage investment portfolios directly or hold client funds, but rather provides strategic guidance and recommendations while clients retain ultimate control over implementation. The firm follows a passive investment philosophy based on modern portfolio theory when making recommendations. Find Your FI works with individual clients through structured multi-month engagements, starting with an initial strategy design program followed by renewal options for continuing support.
Fee Structure
Find Your FI offers structured financial planning programs billed through quarterly installments:
- Foundations Initial Financial Strategy Design — A 12-month program costing $8,500 total, which includes a non-refundable $1,000 setup fee due at the first meeting followed by four quarterly payments of $1,875.
- Follow-On Years — Continuing annual support for clients who have completed the initial program, costing $5,500 per year billed in four quarterly installments of $1,375. Clients who re-enroll 12 months or more after ending a previous engagement incur an additional $1,000 setup fee, bringing that year's total to $6,500.
- Educational seminars and speaking engagements — $500 to $5,000 per seminar depending on preparation time, research required, content, and attendance size.
