Stop Wandering. Start Planning.
The right guide makes all the difference.
Denise Downey, CFP®, MBA
You've got a career, you're saving money, and the big pieces of your life are falling into place.
But do you feel confident about your financial situation?
I help people get organized and take control of their finances.
I have a process that strengthens every part of your financial life so you can feel relaxed about the future.
Are you ready for some next-level adulting?
Learn how to plan your retirement, buy your dream home, and fund college saving accounts for your children.
How to Take Control of Your Finances
1
Schedule a Call
Let's chat about your financial situation. What are your most pressing needs? What are your long-term goals?
2
Create Your Plan
I'll analyze your current financial situation and create a step-by-step plan you can use to achieve your goals.
3
Start Your Journey
I will guide you through your plan and help you perform each step. I meet with most clients quarterly until they feel comfortable moving to yearly meetings.
Services
Pick a service below based on what fits your situation best.
I want a
Trail Guide
who can help me navigate the path ahead.
Comprehensive
Financial Planning
- Personalized financial plan
- Quarterly meetings
- Learn defensive financial planning techniques
- Proactively tackle obstacles
- Access your financial metrics via interactive planning platform
- Assistance with implementing your plan.
- Optional investment management service charged at 0.45-0.75% of assets under management.
I want a
Trail Map
I just need a few directions. I'll do the hike myself.
Hourly
Financial Planning
- Personalized financial plan
- One-time engagement
- Implement plan on your own
- Meeting will focus on any area you want
- Fees vary by project, depending on scope (most fall within a 4-12 hour timeframe)