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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!
makes financial planning more convenient, more affordable, and more friendly!
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Just leave us your name and email! If you want to request a specific planner or have questions about a specific service, you can note that in the message, or you can reach out to just generally learn more.
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If you requested a specific planner, they’ll reach out! Or, if you said “no preference,” we’ll pick a planner that we think will be a good fit for you. You can schedule a free intro call, or just connect via email.
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Once you’ve decided that you want to start working with a planner, they’ll send you all the next steps, including information about how to schedule your first meeting!
Client Success Stories
Don’t just take our word for it, hear directly from our clients how
Fearless Finance can make a positive impact on your financial wellbeing.
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.
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!
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 (1) a superior and more affordable/accessible model for financial planning; (2) comprehensive services that can be tailored to your needs (as much/little time as you need); (3) expert services with excellent “bedside manner.”
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.
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.
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.
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!
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.
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.
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!
Why Choose Fearless Finance
Know you’re building a strong financial foundation
We want you to help you reduce your financial stress and approach your financial goals from a position of “yes I can.” We will help you put together a comprehensive plan or just show you how you can improve your current financial situation or achieve a specific goal like saving for a down payment on a property. We do all this with your best interest in mind. You don’t have to worry about being sold products, or being “too small” for us. We don’t have minimums, and we don’t want to manage your savings. We just want to increase your financial peace of mind and help you achieve your financial goals. We meet you where you are. No judgment, no shame, no commitment
Work with Advisors who don’t take commissions or sell products
Finding a financial advisor you trust can be difficult. Many will only work with clients who have large amounts of assets for them to manage (usually with high fees that erode your gains long-term). Or, they might be selling you products that aren’t a good fit for you, just to earn a quick commission. We don’t want our clients to ever doubt that we’re recommending products and investments that we feel are the best choice for them, so we take the financial incentive out of those recommendations. We don’t earn commissions, manage assets, or sell you any products.
Pay for the advice you need, when you need it
You pay for other services by the hour, so why not financial planning? You only pay us when you need financial guidance. You meet with your specific planner face-to-face in video meetings, so they know you and your financial goals. Don’t need a meeting? You aren’t paying anything in between. Only pay for the advice you need, when you need it – no retainers here!
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