What You Get

Service Plans1

How do you want your money to help you live the life you’ve always wanted?

Financial Coaching

$50 / month

✓ Financial Wellness Monitoring via Elements App

✓ One-Page Plan

✓ Semi-annual “Check-up” meetings (30 minutes)

✓ Personalized Answers to Your Financial Questions (via Elements)

✓ Quarterly Progress Reports

✓ Twice/month Money Tips

✓ Basic Investment Education

Let’s get started

Financial Foundations

$125 / month

✓ Semi-annual Progress meetings (~60 minutes)

✓ Daily Access via call, text, email (will reply within 24 hours except weekends and vacation)

✓ Quarterly Newsletter

✓ Snapshot & Blueprint Reports

✓ Cash Flow Analysis (Spending & Saving)

✓ Debt Management

✓ Investment & Insurance Risk Analysis

✓ Asset Location

✓ Investment Education

✓ Insurance Planning

✓ See below for investment management

Start your future now

Financial 360

$300 / month

✓ Semi-annual Progress meetings (~60 minutes)

✓ Daily Access via call, text, email (will reply within 24 hours except weekends and vacation)

✓ Quarterly Newsletter

✓ Snapshot & Blueprint Reports

✓ Cash Flow Analysis (Spending & Saving)

✓ Debt Management

✓ Investment & Insurance Risk Analysis

✓ Asset Location

✓ Investment Education

✓ Insurance Planning

✓ Tax Planning

✓ Retirement Outlook/Financial Independence

✓ Education Funding

✓ Estate Planning

✓ Social Security Optimization

✓ See below for investment management

it’s time to level up
  1. Includes one 60-90 minute “Get to Know You” meeting for prospective clients, and 2-3 onboarding meetings depending on complexity. ↩︎

Investment Management

Portfolio Allocation & Rebalancing

.75% up to $1 million of managed assets
.5% for every dollar over $1 million.

MFP uses Modern Portfolio Theory to inform the construction of broadly diversified investment portfolios across multiple asset and sub-asset classes.

Your Money. Your Values. Your Life.

Tired of money stress?

Let’s work together

how i serve clients

Let’s be honest, most people worry about their money. I’m here so that you don’t have to. Whether you need help getting a handle on your debt and budget, you’ve been saving a bit and are ready for the next step, or have amassed some wealth and need help putting it all together, let’s make your money serve what matters most to you.

Advisory services offered through Millennial Financial Planning, an investment adviser registered with the state of Indiana. Advisory services are only offered to clients or prospective clients where Millennial Financial Planning and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.