You turned your passion into a career. Now it’s time to build a secure financial future for you and the people you love.
Take the next step toward financial security with Freelance Financial Planning.Get Started
Whether you need a financial tune-up or a full-blown overhaul, Freelance Financial Planning can offer a solution that works for you. Contact me to set up a free consultation.
Services are fully virtual and available to clients throughout the United States.
A comprehensive approach to your financial security, with year-round strategy and support.
An add-on option for Planning Partnership clients who want hands-on 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.
As you make progress toward your goals, we'll repeat the process when circumstances change and new opportunities arise.
Financial planning rates are agreed upon in advance based on each client’s individual 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|
|Single-Session Planning||$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 with two Boston-based investment advisory firms before launching Freelance Financial Planning in 2017.
Ben earned his bachelor’s degree from St. Olaf College and his certificate in financial planning from Boston University, and he holds the CERTIFIED FINANCIAL PLANNER™ designation. He now lives in Omaha, Nebraska, where in his downtime he enjoys gardening, trivia, and supporting the local opera company.
I write about all things freelance at benhenrymoreland.com. Check out my latest posts: