Money Consultation

Sometimes you have money questions. Sometimes you need another set of eyes to help look over your plans. Sometimes you just need help getting things set up and started. There is no need to struggle with these money questions. Or wonder if you are on the right path.

I can help.

When you need some guidance, advice, brainstorming, planning, or double checking, I offer 60-90 minute consults. This will help you get set up on the right path. It will build your confidence in your plans.

Who it is right for?

  • People who plan to retire early
  • People looking to take a career break
  • People who want to transition into new career fields
  • People with big dreams (that are also expensive and complicated)
  • People preparing for or transitioning into early retirement
  • People needing some help getting their retirement accounts set up

These are all situations that we have walked through in the last 15 years. These consultations are like having a money friend who has walked the path you are about to set out on.

What kinds of things have I helped others with?

Setting up a budget

Calculating monthly retirement saving goals

Setting up retirement accounts

Brainstorming ways to reduce cost

Creating early retirement transition

Setting up goals, finding helpful habits/routines

Brainstorming for solutions/optimizing

Travel planning

Evaluating Rentals

Budgeting large dreams

What do these money consultations offer?

60-90 minute consults via Skype, Google Hangouts or phone

A month of email follow up (just in case you forgot something)

Cost: $89 paid via paypal

Due to the time intensive nature of this, I will only be opening 2 spots per month. They can be booked up to 3 months in advance.

What others have said:

For years I had been putting off some important decisions regarding my retirement account. I felt completely inadequate and overwhelmed by my lack of understanding of basic financial concepts. How had I gotten this old without learning these important matters? Even worse, I felt there was practically no one I could trust to teach me and come beside me; major investment companies and their employees would hardly give me unbiased information, and I was convinced they were out to use and abuse my trust.

Jillian was a godsend. She came alongside me in a nonjudgmental way with practical knowledge and insight. After meeting with Jillian, I feel much better informed and empowered to make financial decisions. She was able to explain things I hadn’t considered, like the long-term risk of fees, in a simple way that made sense. She walked me through the process step by step, and answered all the follow-up questions I ended up having. I am looking forward to our next consultation and learning even more. For once, I am beginning to feel, “I can actually do this!” when it comes to managing my retirement investments.

-Rebecca M. Freelance Editor

Working with Jillian was a pleasure. She made sure she understood our situation thoroughly before our consultation and had several interesting ideas about how to reach our goals that we hadn’t previously considered.

We are pretty far along on our journey towards financial independence and most financial advisers wouldn’t understand our unique perspective and goals. Working with Jillian helped us to feel more confidant about our plans.

She also offered some great insights and resources relating to a career change I am considering. Even a small financial “aha” moment will most certainly yield far more value than Jillian’s consultation fee. Whether you are just beginning on your financial journey or are nearing the end, I recommend that you make time for a consultation with Jillian along the way.

-Audra

I recently had a decision to make regarding a new position. It was a tough call because it would involve a much longer commute and would be at a smaller company, so there were risks involved. Jillian offered to help me talk through the pros and cons and its always good to get an impartial person’s point of view on big decisions if you can.

Jillian has no pre-conceived biases about me so she was as objective as it would get. She also is familiar with a different industry than mine so she didn’t have any built in industry biases either. I think these two aspects are so important when seeking advice. I know what colleagues will say, because it was the same thing I was telling myself.

She also did a great job checking in after to see if I had made a decision or wanted to talk through anything else. She didn’t just fulfill her one obligation and then drop off the face of the Earth, follow up is rare. She is someone who genuinely cares about what you are working through. 

-Bill, Corporate Controller

Fill out your request:

These consults will start with a brief questionnaire to get us on the same page, with information about expenses, income and investments.

If you are looking for a complete plan and more transformation in your finances and life, check out our Money Mentoring Program. Money Mentoring offers a comprehensive plan with weekly followup. Mentoring addresses many areas of your life that intersects with money: work, purpose, dreams and relationships to set you on a new trajectory.

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