One-Page Financial Plan for Young Professionals

 


A streamlined financial plan designed to help early-career professionals build a strong foundation and gain clarity on their financial priorities.

What’s included:

  • Initial consultation to understand your current situation

  • Vision exercise to identify your goals,  and aspirations

  • Document review (income, expenses, debts, assets)

  • Goal-setting for both short-term needs and long-term dreams

  • Guidance on balancing competing priorities (debt repayment, saving for different goals)

  • Personalized one-page financial plan with clear, actionable steps

  • Three follow-up sessions over the following months to support implementation and answer questions

This is ideal for

  • Young professionals beginning their financial journey

  • Those juggling student loans, a desire to spend, and a felt need to save

  • Those not knowing where to start

  • Those overwhelmed by financial jargon and conflicting advice

  • Approach

    Creating clarity and confidence through a practical, easy-to-follow plan that meets you where you are

  • Investment

    $999 Flat Fee

    * Includes initial plan plus three follow-up check-ins

Book a complimentary call today

  • 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

  • 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

  • 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 Offerings

Financial Therapy for Couples

Personal Financial Guidance for Life Transitions

Retirement Readiness Analysis

Comprehensive Financial Plan