First you turned your passion into a career. Now it’s time to start building a secure financial future for yourself and the people you love.
Freelance Financial Planning gives independent professionals the advice they need to take the next step.
Whether you need a financial check-up or a full-blown overhaul, Freelance Financial Planning offers a solution for you. If you’re not sure which plan is right for you, contact me to set up a free consultation.
All services are available to clients throughout the United States.
The total solution for clients who want comprehensive advice including year-round strategy and support.
An additional option for Planning Partnership clients who want professional management of their savings for retirement and other goals.
A flexible solution for those with specific one-time goals (like paying off debt, choosing a health insurance plan, or saving for a down payment on a home) or DIYers who prefer to take action on their own.
We’ll meet face-to-face (or screen-to-screen) to understand your goals, dreams, challenges, and values - your unique needs that will become the foundation for your financial plan.
We’ll assemble and organize your current financial data to create a detailed picture of where you are in relation to your goals.
With the information we learned in the first two steps, we’ll construct your custom financial plan. We’ll meet again to review the recommendations and agree on a plan of action.
We’ll put your plan in motion, communicating regularly to make sure each action is carried out successfully.
We’ll keep working toward your goals, adjusting for changing circumstances and new opportunities along the way.
Financial planning rates are determined and agreed upon in advance based on each client’s own needs. No long-term commitment is required. Contact me for an estimate based on your own circumstances.
|Planning Partnership||$150-$250 per month|
|Investment Management||0.5% per year of the first $500,000 invested;
0.4% per year thereafter
|Project Plan||$750-$2,500 per project or $250 per 90-minute session|
Freelance Financial Planning founder Ben Henry-Moreland trained as an opera singer and performed professionally around the Midwest, New England, and Europe. He has worked in the financial services industry since 2012, serving at two Boston-based investment advisory firms before founding Freelance Financial Planning.
Ben earned his certificate in financial planning from Boston University and holds the CERTIFIED FINANCIAL PLANNER™ designation. He lives in Omaha, Nebraska, where he enjoys supporting the local opera, symphony, and other arts and culture.