Services

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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 allows Old Growth Financial to help clients almost anywhere.

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 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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Is a One-Time Financial Plan Right for Me?

A one-time financial plan works best for self-motivated people who want to manage their own investments.

This service is perfect for anyone who:

  • Needs guidance to reach their financial goals
  • Is managing their finances on their own and wants a second opinion
  • Wants to see a big-picture view of their money and what it can do
  • Is not interested in ongoing financial advice or managed investments
  • Is looking for expert financial advice without a long-term commitment
  • Wants a thorough roadmap for their financial future

Old Growth Financial clients usually fit into one of two categories: ​

  • Professionals in their 40s and 50s juggling their retirement savings, planning for their kids' education, and the other demands on their time and money;
  • Pre-retirees (5-10 years out) looking for a check-up on their retirement savings, and for guidance on pre-retirement and early retirement financial strategies.

 

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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