Services
Helping you financially on your streaming journey.
You choose the guidance that’s right for you.
We help you make sure you’re getting the most from your stream and your personal finances. We’ll talk budgeting, monetization, investment help, retirement planning, or more. Want more specifics? Schedule a free consultation.
Our monthly fees for ongoing planning are based off of your net worth and income. You pay $1,000 for onboarding and a monthly rate.
Annual Meetings
4 annual meetings to cover different areas of your financial life
Budgeting & Cash Help
Help with your business banking, cash flow, and balance sheet
Monetization Review
A full review of your monetization strategy
Investment & Tax Strategy
An investment and tax plan that works for you.
Insurance Review
A downside review plan: do you have the insurance you need
Accountability Partner
A partner who will help keep you accountable and adapt your plan as life changes.
Tax Check-In
One hour per year to help keep your taxes in order.
Confidence
Confidence in your finances.
Peace of Mind
Peace of mind knowing you have an expert you can call at any time who is making sure you’re making smart moves.
The Professional Package
We help young professionals do the most with their money.
If you want to learn to do the most with your money, this is for you.
I’ll review your personal financial situation, make awesome recommendations, and help you make important decisions as you face them. Your monthly payment is determined by a formula. You pay a $1k onboarding fee and 1% of your income plus 1/2% of your net worth, annually with a floor of $300/month ($3,600 annually). We split that payment out monthly so it’s more manageable.
The Professional Package includes ➔
Planning Tools
Access to our online budgeting and planning tools.
Initial Consultation
A thirty minute initial consult to find your pain points and goals.
Financial Planning
We cover all areas of your financial life including budgeting, insurance, investing, employee benefits, and planning for college or paying off debt.
Quarterly Meetings
Four one hour long video conference meetings per year, with full email and call support.
Ongoing education
Access to ongoing webinars on personal finance and business building topics.
If you want to learn to do the most with your money, this is for you.
I’ll review your personal financial situation, make awesome recommendations, and help you make important decisions as you face them. Your monthly payment is determined by a formula. You pay a $1k onboarding fee and 1% of your income plus 1/2% of your net worth, annually with a floor of $300/month ($3,600 annually). We split that payment out monthly so it’s more manageable.
The Professional Package includes ➔
Planning Tools
Access to our online budgeting and planning tools.
Initial Consultation
A thirty minute initial consult to find your pain points and goals.
Financial Planning
We cover all areas of your financial life including budgeting, insurance, investing, employee benefits, and planning for college or paying off debt.
Quarterly Meetings
Four one hour long video conference meetings per year, with full email and call support.
Ongoing education
Access to ongoing webinars on personal finance and business building topics.
Meet Galen
It’s my mission to make sure everyone knows how to manage their personal finances. You’re in an awesome place and earning great money; you should take full advantage of that. Most of us weren’t taught personal finance skills in school. I see so much potential in all of you and I don’t want something as manageable as taxes get in your way. I couldn’t find any traditional planning firms working with younger clients so I went out and started my own. Plus, that way I can adhere the tech industry dress code instead of some stodgy suit and tie office.
I was a professional with a good job but little finance knowledge, just like you. I remembering being confused when offered different employee benefits, not knowing how to best use the money I was saving, and spending a ton (without guidance) because I was making a ton.
For the credentials: I’m a Certified Financial Planner® professional and have my MBA in personal financial planning.