Our Services

Enjoy the freedom that comes with knowing you are on the right track. I offer multiple services to meet anyone where they are on their journey. No hidden fees, know what you pay upfront with flat fee financial planning.

What is covered in Financial Planning?

Financial planning is a strategic approach to managing money, including investment management, maximizing your cash flow and retirement planning. At Financially Unbroken we take an additional step look at every aspect of your financial journey to make sure you’re on the right track.

One Time Planning Package

Looking for the blueprint?

In our one time planning package, you’ll learn the basics to getting yourself on track. A practical, results-oriented service designed for those who want a clear, actionable plan to take control of their finances. This plan is customized to your unique needs, providing a checklist of strategies and objectives to work on over the course of one year.

Best compared to a “diet plan” - you will have the tools and guidance to reach some short term goals, but it is up to you to execute all of the steps on your own.

Perfect for those who prefer a more independent approach but still want expert guidance to get started-especially if you have a specific goal or challenge in mind, like creating a budget, reviewing insurance coverage, or planning for a big life transition.

Includes:

2 meetings (A discovery call & A follow-up session)
Consolidation of financial data
Customized Strategy & Goals for the next 12 months
Full financial plan packet

$1,200 Total

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Looking for ongoing support?

Total Wealth offers a comprehensive approach to managing your financial life with ongoing, personalized support. This all-inclusive service includes expert guidance across every aspect of your finances, from investment management and cash flow to retirement planning, ensuring that every financial decision aligns with your long-term goals.

With an emphasis on Values-Based Investing, at Financially Unbroken we believe in allowing you to invest in a way that reflects your personal values and priorities. In addition, we work closely with you to develop a tailored financial strategy, continuously adjusting and optimizing as your needs evolve.

Best for those looking for the all inclusive option. Enjoy full service financial planning, ongoing support and investment management.

Includes:

Regular strategy meetings for short and long term goals
Investment account management, including access to High Yield Savings Account
Full financial plan packet
Access to financial planning software
Values Based Investment portfolios

Total Wealth Stewardship

$250/mo ($3,000/yr)

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One Hour Question Session

Sometimes, you just need honest, expert advice without committing to a full plan—and that’s exactly what this option offers. Hourly sessions are perfect for those moments when you’re facing a financial decision, need a second opinion, or want help thinking through your next steps. Whether you’re trying to make a smart purchase, navigating a life change, or simply feeling overwhelmed by where to start, this flexible option allows you to get the clarity and confidence you need—on your terms.

You’ll walk away with practical guidance, personalized answers, and the peace of mind that comes from talking to someone who truly listens and understands your goals. No pressure, no long-term contract—just a safe space to ask questions and make progress.

Examples of topics we can cover: