How We Work Together
Old Growth Financial helps clients navigate their financial life journey and achieve their financial goals by providing personalized financial planning services in the form of one-time financial plans for a flat fixed fee. While Stefanie enjoys serving clients in the Portland area, virtual meetings and other technology means Old Growth Financial can help clients no matter where they are.
Financial planning and investing is personal.
Finances shouldn’t be scary or overwhelming.
Let Old Growth Financial show you the way.
Service Options
One-Time Financial Plans
We create a one-time financial plan with a thorough analysis of your current financial situation. Your plan includes detailed personal recommendations tailored to your individual financial goals.
The planning process takes place over a series of three meetings:
Get Organized. Our process begins with organizing your financial life. We work together through an online portal to gather data and create a shared understanding of your current financial life.
Explore Possibilities. In our second meeting, we see what your money can do for you. We discuss your financial goals, what is possible, and what may need to chance to achieve your goals.
Plan Delivery. In our final meeting we review your current financial position and the financial plan that we created together. Your plan's executive summary will include clear action items and recommendations for implementation.
Fees:
A flat fee, starting at $2500, but generally between $3,000 to $5,000
Fees vary based on scope and complexity. Fees are paid 1/2 upfront and 1/2 upon completion of the plan.
Project-Based Planning
While the vast majority of Old Growth Financial clients are best suited for a comprehensive one-time financial plan, we occasionally tackle a financial project that is more limited in scope. Projects include an in-depth review of specific financial planning topics.
Fees:
A flat fee, based on complexity, starting at $500. Fees are paid 1/2 upfront and 1/2 upon completion of the project.
Hourly Planning
Hourly planning is available for previous Old Growth Financial planning clients who would like an update or refresher to their plan.
Hourly planning services are offered at $300 per hour billed in quarter-hour intervals.
