help@fearlessfinance.com  202-964-3599

 help@fearlessfinance.com  202-964-3599

On-Demand Financial Planning
for Absolutely Everyone

Increase your financial wellbeing and reduce money stress with no gimmicks, no sales pitches and no pressure.

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Financial Advice Made Easy

At Fearless Finance, we understand that planning for your future can feel overwhelming or intimidating. Our client-centered approach
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

Imagine knowing you’re saving enough for your goals, retirement and college. And then, imagine you always have someone to turn to when you have a financial question, who has only your best interests in mind.

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.
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We Know the Numbers

DOES THIS SOUND LIKE YOU?

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.

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1360+

CLIENTS HELPED


657+

INVESTMENT ACCOUNTS
MOVED TO LOWER FEES

INCREASED PEACE OF MIND PROVIDED

What works for you?

Online Intake (coming soon)
Our data intake includes looking at your last 30 days of transactions, getting your estimates for your monthly spending and understanding your balances in your debt and savings accounts along with other basic questions. You can do all of this on your own time through our platform for $90 and your Planner will see the data you’ve provided, analyze it and be ready for your first meeting. Online intake typically reduces the total amount of initial plan hours by 0.5-1 hour.
In Person Intake
Not interested in loading your data or inputting your information, no problem. You can work with your Planner for in-person intake. Your Planner will gather the data needed for the initial planning analysis by meeting with you virtually. You provide your last 30 days of transactions in CSV format, and we meet to ask about estimates for spending, balances in your accounts and basic info. Typically, in person intake takes 30-60 minutes of meeting time with your Planner for the initial plan.
Special Topic
Do you have a specific financial goal or topic you need advice on? Maybe you’re trying to optimize paying back student loans or figuring out if you qualify for loan forgiveness. Maybe you inherited some money and you want to know how to best invest it? Maybe you want a portfolio check up? No problem, we can work with you on your Special Topic and hold off on a full plan.
AS SEEN ON:
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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

Pay as-you-go with no retainer or hidden fees.

There’s An App for That

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Why Choose Fearless Finance?

Know you’re building a strong financial foundation
Everyone wants to know they’re doing everything they can to improve their financial wellbeing. Data is available everywhere now, but you want confirmation that you’re using the data correctly, know where the pitfalls and risks are, and are not forgetting anything. That’s where we come in.
Work with advisors who don’t take commissions or sell products
Work with a fiduciary who always has your best interests in mind. Someone who does not make any money off the choices you make or the products you use. You get our best advice all the time, without having to worry about how we might benefit from the advice we give.
Pay for the advice you need when you need it
No retainers, or minimums. Pay when you need advice. No more and no less. Nobody wants to feel they are paying for services they never receive. That can’t happen with Fearless Finance because you pay when you meet with us and that’s it.

We’ll Get in Touch
With You!

Simply fill out some basic information and one of our advisors will reach out to schedule a consultation.

Client Success Stories

I read about Lori in the Washington Post and my wife and I both thought it sounded a bit too good to be true. The experience of working with Lori was like breathing pure oxygen. We instituted everything she recommended and know we are on a sustainable, long-term trajectory financially. Anyone who is serious about getting their financial lives in order (everyone should) and are willing to actually change their behaviors will reap the rewards of her advice.
David W, Washington, D.C.

Elizabeth and Lori mobilized quickly during Christmas week to help my mother with time-sensitive financial planning during a difficult time for our family. I’m so grateful!
Eva M.

I highly recommend working with Elizabeth and Fearless Finance. We did a lot of shopping around for a financial planner and we could not be happier with our choice. Elizabeth and Fearless offer a superior and more affordable/accessible model for financial planning.
Valerie B.

Our initial three-meeting consult with Jason Ross helped us, for the first time ever, get a firm handle on our finances. Although my wife and I are not terribly finance-literate (to say the least), we had our first child and wanted to develop a “set it and forget it” system to build towards a comfortable future. We later scheduled a one-off session to talk through a potential home purchase, and Jason helped us figure out what we could afford. It’s a great feeling to have someone like Jason in our corner.
Matt S., Washington DC

Jason tailored the financial planning to where we are at currently and where we want to be financially. He went above and beyond to make sure we had all our questions answered and felt comfortable with his recommendations. He gave advice that has changed how we plan our finances and I truly believe this will help us achieve our financial goals.
Mallory B., North Carolina

This is a good investment toward what is likely a life-long journey to be financially fluent, not just literate, at least for me. My Financial Planner, Elizabeth Westendorf, handled meetings professionally; she provided lots of background when we weren’t grasping some contexts; she didn’t try to push us to think one way or buy one thing–something I personally appreciated; she seemed genuinely invested in better financial management for all, and she was accessible during and after class to answer any follow-up questions.
Jennifer K., Washington, D.C

Working with Elizabeth has been a life-changer for me. Elizabeth has helped me set up a financial structure that works for me, my retirement plan, and my spending habits. It has also been immensely helpful to have Elizabeth accessible vía email/text for random questions outside of our sessions. Highly recommend her!
Jess T., Florida

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.

Rose M., Washington, DC

True to her company name, Lori helped take the fear out of financial planning. She was patient and encouraging, and she gave me hope that I could achieve financial stability. My financial fitness has improved considerably. I’m really grateful.
Regina T., Washington, DC

Elizabeth is a pleasure to work with. I had never shared my finances with anyone since graduating from college so the fear of sharing such a personal thing with a stranger was real, but Elizabeth was great! There was no judgment about my financial position and she asked really well-targeted questions to help me think about the future and what’s important to me. She helped me sort out how to invest my retirement funds, how much and where I should be saving, and what is a realistic budget to stick to to meet all those goals and still have a life. I can’t recommend her highly enough!
Elena B, NYC

These testimonials were given by current clients and no cash-compensation was provided for the testimonials.