Services

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How We Work Together

Old Growth Financial provides personalized financial planning services for one-time financial plan and project-based clients, helping clients navigate their financial life journey and achieve their goals. While Stefanie enjoys serving clients in the Portland area, virtual meetings and technology mean we can help clients no matter where they are.

Financial planning and investing is personal. Finances shouldn’t be scary or overwhelming.

Let me 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.

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Project-Based Planning

We tackle a financial project that is more limited in scope than a one-time financial plan. Projects include an in-depth review of various financial planning topics.

Common topics:

Examining cash flow and creating a spending plan

Retirement readiness and early retirement financial strategies

Preparing for life changes like a new job or change in marital status

Reviewing strategies for tax planning

Funding college

Reviewing employee benefits

Insurance coverage check-in

Estate planning and planning for generational wealth

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.

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