Ways we can work together.
Customizable support that fits your goals and needs.
Comprehensive Financial Planning & Investment Management
From $3,600/yr
Planning services include:
Goal setting
Cash flow
Taxes
Insurance
Retirement
Employee benefits
Investment
Investment management is available as an optional add-on for clients who want Pink Planning to implement, manage, and provide ongoing oversight of their investment portfolio.
Are You a Star, Icon, or Legend?
You’re one of one—and your financial plan should be, too. After getting to know your goals, priorities, and all the moving pieces in your financial life, we’ll recommend the service tier that best fits your needs today and can evolve with you over time.
Star
You’re building momentum and ready to turn today’s wins into a financial foundation with staying power. You want a thoughtful plan that brings direction to your goals, helps you make confident decisions, and keeps you moving toward your best life.
Icon
Your success is growing and so is the complexity of your financial life. You may be balancing competing goals, navigating a major transition, or feeling financially stuck and ready for a coordinated plan to help you enter your next era.
Legend
You’ve built a full and accomplished life with plenty of moving pieces. You need deeper strategy and ongoing support to keep everything aligned while you focus your time and energy on what matters most.
hourly planning
$250/hour
This Is Your Moment
Sometimes you don’t need the full production—you just need expert guidance for one important financial moment or a specific aspect of your life. Whether you’re navigating a major decision, life transition, or specific goal, a project-based engagement gives you focused advice and a clear action plan to help you move forward with confidence.
educational Speaking
Starting at $250
Knowledge Is Always in Style
Financial education should leave people feeling empowered—not overwhelmed. Pink Planning offers engaging, approachable seminars that turn complex financial topics into practical guidance participants can understand, use, and feel confident acting on.