Finances Simplified.

High-touch process that’s personalized with your goals and future every step of the way.

Let’s Spill the Tea.

Tell us what’s happening in your financial life—the goals, questions, frustrations, and plot twists that brought you here. We’ll talk openly about what you need, how we can help, and whether we’re the right fit for each other.

Bring the Receipts.

Once we’ve determined we’re a match, it’s time to gather the statements, documents, and details that tell your financial story. We’ll help you organize everything and take a clear look at where you are today—without judgment, shame, or financial side-eye.

Time to Vision Board and Manifest.

Together, we’ll define what financial freedom looks like for you, prioritize what matters most, and explore the possibilities ahead. We’ll also evaluate your investments and begin shaping a strategy that supports your goals, values, and vision for the future.

Make It Official.

This is where all the pieces come together. We’ll present your personalized financial plan, walk you through our recommendations, and create clear next steps designed to turn your vision into action.

Keep Living the Vision.

Your plan isn’t meant to sit on a shelf looking pretty. Through ongoing meetings, on-demand guidance, and proactive support, Pink Planning will help you navigate life’s changes, celebrate your progress, and keep your financial strategy working for the life you want.

Frequently Asked Questions

  • We're paid by our clients only. That means no hidden product commissions or kickbacks. Our goal is to be transparent about how we’re compensated and make it easy to understand what services you’re receiving.

  • Yes! We’re proud to have no account minimums and gladly work with people looking to build wealth, not just those who've already built it.

  • Pink Planning is a proudly a LGBTQ+ and minority owned business focused on making finances a more inclusive, positive experience for all.

  • Comprehensive planning clients typically meet quarterly, with unlimited access via email and calls between meetings.

  • Yes , we work virtually with clients across the U.S. and are ready to meet with you whenever you are.

  • This is a relaxed 30-minute conversation for you to share about yourself, your goals, and see how we can help. There's no obligations with this meeting.