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CONSULTING
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.
What you might find on your financial path:
Peace of mind
Confidence to make financial decisions
Being able to share the mental load
Moving from shame to excitement when you think about money
Pride in feeling more responsible with your finances
Possibly even fun!
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What we will do for you on your financial path:
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Quarterly 1:1 Check-Ins
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Financial statement and updates to your goals, priorities, and life changes
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Cash Flow & Budget Support
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Identify opportunities to redirect funds with quarterly progress reports
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Debt & Credit Management
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Monitor payoff progress, identify strategies to reduce interest
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Investment Education
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Monitor fees and educate on strategies aligned with goals and risk tolerance
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Retirement Planning
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Track projections and understand the long-term impacts of different scenarios
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Tax Support
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Learn what questions to ask your CPA
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Planning for Short & Long-Term Goals
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Visual progress reports with actionable steps to stay on track
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Unlimited Questions & Ongoing Support
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Email & text support for financial questions and guidance when life throws you curve balls
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Individual Financial Path
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
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
Every month
A financial support system for the whole family to build a comfortable and safe life together.
Valid until canceled