Fully Immersed
Full Financial Planning
Let’s ensure you’re on the right track for financial peace of mind.
If something is off, it is much better to catch it quick! Think messing up beneficiaries, not having enough life insurance to cover your family in the event of an early death, moving old retirement accounts if they’ve been in employer plan too long,
These packages are the the TRUE diagnostic scan of your entire financial life.
You’re busy, so let me take over as your financial planning professional.
You’re the woman that has it ALL going on. You’re incredibly busy, either with a family, a job, or both. You’re super savvy but maybe don’t have the time or bandwidth or knowledge to really ensure everything is working together. You may be a high achiever and have a lot of unique offerings (i.e. deferred compensation, stock options) from your job that need figuring out.
Enter: Blue Otter! I am the advisor that can analyze, organize, point out gaps, and create an action item list. I can identify areas of improvement and explain why those areas would matter to her after listening to her talk about her personal life and goals. And then I help her execute on those items.
Leave our sessions knowing you’re on the right track.
Package #1
Making Waves
Taking control of your full financial plan: A comprehensive financial plan that helps you organize, project, and plan for your future with confidence.
investment: $6,000 (can be paid in six installments)
Making Waves is a full assessment of your financial health, ideal for individuals or couples seeking clarity, confidence and a long-term strategy. This service is a great fit if you feel comfortable with your income but need help organizing where your money goes. You value having regular accountability and a clear plan to stay on track toward your goals.
Wondering if it’s right for you? Schedule a complimentary consultation and we can talk it through together.
-
Timeline: about a year, depending on scheduling
3 discovery sessions to explore your goals, values, financial habits, and current financial position
Complete financial analysis covering income, spending, savings, debt, investments, and insurance
Personalized recommendations and financial projections presentation
6 monthly, 60-minute sessions to review progress and update the plan
-
After our initial six follow-up sessions, you’re welcome to continue meeting at $200 per session anytime within one year of your discovery call. If you’d like to continue working together beyond that first year, we’ll set up a new annual agreement with upfront payment.
Most clients choose to meet quarterly ($250 per session) or monthly ($200 per session) in the subsequent year, depending on their goals and preferred level of support.
Package #2
Open Waters
Expanding Your Vision: A comprehensive plan with investment recommendations aligned to your goals, risk tolerance, and long-term horizon.
investment: $8,000 (can be paid in six installments)
Open Waters is a full financial plan plus tailored investment recommendations- perfect for individuals or couples further along in their wealth building journey who want to ensure their investment strategy aligns with their goals.
Wondering if it’s right for you? Schedule a complimentary consultation and we can talk it through together.
-
Total timeline: about a year, depending on scheduling.
3 discovery sessions to explore your goals, values, financial habits, and current financial position
Comprehensive financial plan with projections and recommendations
Assessment of your current investment allocation
Personalized investment allocation strategy aligned with your time horizon and risk tolerance
6 monthly, 60-minute sessions to review progress and update the plan
-
After our initial six follow-up sessions, you’re welcome to continue meeting at $200 per session anytime within one year of your discovery call. If you’d like to continue working together beyond that first year, we’ll set up a new annual agreement with upfront payment.
Most clients choose to meet quarterly ($250 per session) or monthly ($200 per session) in the subsequent year, depending on their goals and preferred level of support.
Your finances are an ecosystem.
I will help you look at your entire financial picture, so that it functions as a cohesive system, with each part working together seamlessly. We will ensure this runs smoothly and consider your unique personal accounts and ways YOU like to handle money. The goal is a financial life that feels organized, efficient, and clear.
I can’t wait to help you!
Get your finances on track with Lenet Rivas, CFP®
There is so much financial information readily available: on social media, articles, and everywhere in your feed. Even with this information at your fingertips, most women have lingering questions about how to apply the topics to them and their situations or still need a dedicated professional.
I’m here to help with either providing a 1:1 consultation, personalized budgeting, and even full financial planning. Reach out to get the conversation started!