Services

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How We Work Together

Old Growth Financial provides personalized financial planning and investment advisement services for project-based and long-term clients, helping clients navigate throughout 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

Project-Based Planning

Best for DIY’ers who want a financial check up with clear recommendations of how to reach their goals.

Project Based Planning includes:

  • In-depth review of various financial planning topic areas

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

  • Customized plan with clear action items
  • Final Presentation
  • 1 month of post-meeting support (email, phone)

If, after completing your planning project, you would like to continue working with Old Growth Financial in an ongoing capacity, your fee will be credited toward your initial setup fee for ongoing planning.

Fees:

One-time fee, starting at $2000, but generally range $3,000-$5,000
Fees vary based on scope and complexity.

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Ongoing Comprehensive Financial Planning

Best for delegators who want a trusted advisor to help them navigate life’s many transitions and changing financial priorities.

Ongoing Financial Planning includes:

  • Up to 90-minute initial discovery meeting where we talk more in-depth about your financial goals and most pressing financial concerns.
  • Up to 90-minute initial recommendations meeting, which includes recommendations and implementation assistance.
  • Up to 60-minute follow-up meetings every 4-6 months, or as a major life event comes up, to check your progress.
  • Unlimited email support
  • Spending and cash-flow meetings

Fees

Initial setup fee starting at $2000, monthly fee starting at $200
Fees vary based on scope and complexity

 

Note: Old Growth Financial is an advice-only firm and does not offer investment management services.

Hourly Planning

Best for DIY’ers who have specific financial questions without the need for a full financial plan.

Best for follow-up from previous one-time plan clients.

Hourly planning services are offered at $300 per hour billed in quarter-hour intervals.

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