FAAV FINANCE AS A VERB LLC provides comprehensive and project-based financial planning, investment management, and educational seminars for individuals and families. Founded in 2023 and led by Emily Barbe, the firm focuses on helping clients define their financial goals, manage cash flow and debt, prepare for retirement, plan for college, and navigate tax and estate planning. FAAV primarily practices passive investment management using low-cost index mutual funds and exchange-traded funds, utilizing custodians such as Betterment and Altruist. The firm offers tiered ongoing planning services (Comprehensive and Lite versions) as well as project-based planning and a la carte coaching options. FAAV does not require a minimum account size to work with clients.
Fee Structure
Investment management is offered as an add-on to ongoing financial planning services. Clients who choose to add investment management pay an additional monthly fee of $100 on top of their ongoing planning fees.