Comprehensive Financial Plan


A holistic financial planning experience that honors both the numbers and the deeper values guiding your financial life, creating clarity and confidence for your family's future.

What’s included:

  • Complete assessment of your current financial situation across all areas

  • Exploration of your beliefs, values, and relationship with money

  • Partner alignment work to understand shared and individual financial priorities (if applicable)

  • Goal-setting for multiple life stages: home purchase, retirement, children's education, aging parents' potential needs

  • Strategic prioritization when goals compete for limited resources

  • Analysis of how your values align (or conflict) with your current financial decisions

  • Comprehensive written financial plan addressing all aspects of your financial life

  • Quarterly check-in meetings throughout the first year to support implementation and adjust as life evolves

This is ideal for

  • Families navigating multiple competing financial priorities

  • Individuals or couples ready to take intentional ownership of their financial future

  • Those feeling overwhelmed by the complexity of planning for different generations simultaneously

  • People who want both technical expertise and values-aligned guidance

  • Approach

    Integrating practical financial planning with deeper exploration of what truly matters to you, creating a plan that feels right and works in reality.

  • Investment

$5,000 - $10,000 Flat Fee, based on complexity

*Includes comprehensive plan plus quarterly check-ins for one year

Book a complimentary call today

  • I worked with Iris on the heels of a huge period of transition in my life - a divorce

    She was, and continues to be, an invaluable and trusted advisor in helping me re-establish a holistic financial roadmap. She's more than a financial advisor. She looks at the whole person and takes into account quality of life, the nuances of life post-divorce (with children), plus aging parents, and all the other intricacies of modern life. She does so with support and encouragement, and you leave her sessions feeling like it's all possible. I highly recommend working with Iris. 

    — Meagan M. | Individual

  • As a self employed independent contractor with no 401k or retirement plan, I reached out to Iris for guidance.

    At 44, I felt a little ashamed not to have approached this sooner. Iris assured me that it was better late than never to discuss my finances. I felt supported speaking with someone that I align with and not just a "financial planner". It was helpful to start the process off by envisioning how I feel about money and how I picture my life in retirement. Being that our life after work encompasses more than money, it was nice to visualize what is most important to me and how best to plan ahead for that future vision. Iris guided me with suggestions on what retirement vehicle would work best for me as an independent contractor and I am excited to embark on investing in myself.

    — Jess W. | Individual

  • Working with Iris made the often anxiety provoking task of looking at my finances not only feel less overwhelming, but actually interesting and fun.

    Iris left me feeling empowered, educated, and interested in my financial portfolio in a way that I never have before. Since working with her, I have a much greater sense of agency and empowerment that will serve me for years to come. Her warmth and encouragement is something I have never encountered before in a financial advisor. I highly recommend working with Iris!

    — Amanda M. | Individual

  • Iris is literally a gem - a precious discovery who will increase your wealth materially as well as spiritually.

    She not only shares her financial knowledge - but also her humanity in a deep way that makes me more aware of my own barriers to achieving financial freedom and health.

    — Bonnie W. | Individual

Additional Services

Financial Therapy for Couples

Personal Financial Guidance for Life Transitions

One-Page Financial Plan for Young Professionals

Retirement Readiness Analysis