Financial Paths

Once you have your Financial Picture, continue with Ashton Robinson Consulting on the Financial Path that fits your life. Think of us as your financial support system with quarterly check-ins, unlimited questions, and ongoing education.

Individual Financial Path

$150

150

Every month

You don't have to be solely responsible for your financial life anymore! Share the financial mental load with us to get where you want to be.

Valid until canceled

Couples Financial Path

$250

250

Every month

Align your finances and goals with your committed partner. We make it easier to talk about and manage your money together.

Valid until canceled

Family Financial Path

$350

350

Every month

A financial support system for the whole family to build a comfortable and safe life together.

Valid until canceled

Choose Your Path

What we will do for you on your financial path:

Quarterly 1:1 Check-Ins
- Financial statement and updates to your goals, priorities, and life changes
Cash Flow & Budget Support
- Identify opportunities to redirect funds with quarterly progress reports
Debt & Credit Management
- Monitor payoff progress, identify strategies to reduce interest
Investment Education
- Monitor fees and educate on strategies aligned with goals and risk tolerance
Retirement Planning
- Track projections and understand the long-term impacts of different scenarios
Tax Support
- Learn what questions to ask your CPA
Planning for Short & Long-Term Goals
- Visual progress reports with actionable steps to stay on track
Unlimited Questions & Ongoing Support
- Email & text support for financial questions and guidance when life throws you curve balls