On-Demand Financial Planning
for Absolutely Everyone
Increase your financial wellbeing and reduce money stress with no gimmicks, no sales pitches and no pressure.
Financial Advice Made Easy
makes financial planning more convenient, more affordable, and more friendly!
Pay as-you-go with Hourly Rates and No Hidden Fees
We charge by the hour ONLY. If you go over, don’t worry, we will charge to the quarter hour.
Get a Comprehensive Financial Plan or Answers to Specific Questions
You may want a full plan, or maybe you just have a few financial life questions. We provide financial advice to meet you where you are, right now.
Work with a Registered Financial Planner who Specializes in your Area of Need
Planners are both generalists, but may have specialties. Interested in socially screened investments or talking about student loans, no problem.
Work with us in a Way that Suits you and Only Pay for Services you Use
Looking for a comprehensive financial plan or just want a quick review to make sure you’re okay? Do you have a specific question? Do you work better with a small community of like-minded people? Take a look at our services and see what fits your needs.
Avoid the Headache of Commission-based Brokers
No need to be nervous you’re going to get scammed or sold something you don’t need. We don’t sell anything, nor do we take commissions.
Take Advantage of our Online Platform to Track your Spending and More
Our financial planning approach is complemented by the Fearless Finance platform and app, making it easy to share your data with your planner and also setting you up for success when tracking your spending.
Working with Us
A Complete Financial Plan with
an advisor you can trust.
A full financial plan – not just investments – at an affordable price. Don’t worry about that your financial challenges are too small or that you’re not “big” enough for an adviser to care about you. We meet you wherever you are on your financial journey. No question is too small, no challenge is too big. With Fearless Complete you get:
- A human financial planner to understand your financial habits and fears.
- A plan with steps to save, achieve goals, and contribute to retirement.
- Guidance on estate planning, insurance and a complete investment strategy.
- A simple roadmap with your specific “to-do’s” that you prioritized.
- Full digital intake on our platform and spending tracking app. (coming soon)
- Access to your planner by email for free for simple questions.
We Know the Numbers
We’re not here to judge or fear-monger; we’re here to help. Our knowledgeable and empathetic financial advisors provide invaluable guidance. Feel seen wherever you are on your financial journey.
MOVED TO LOWER FEES
INCREASED PEACE OF MIND PROVIDED
What works for you?
Online Intake (coming soon)
In Person Intake
How Fearless Finance Works
Getting meaningful financial advice has never been easier and we’ll walk you through each step of the process.
Get in Touch
Fill out our form and schedule your free intro call to see if it’s a good fit.
Schedule Your First Meeting
Your planner will send you all the details you need to get started.
Choose Your Intake Option
You can do intake online or with your planner. Whatever works for you!
Start Getting Advice
Why Choose Fearless Finance?
Know you’re building a strong financial foundation
Work with advisors who don’t take commissions or sell products
Pay for the advice you need when you need it
We’ll Get in Touch
Client Success Stories
The Fearless Finance app is incredibly useful and easy to use. It helps me stay on top of my monthly budget goals and track my expenses without having to get into the weeds of daily expenses. I’d recommend it to anyone wanting to gain better insights into their monthly spending habits.