services.
When it comes to money management, having a guide that’s honest-to-goodness makes navigating the nuances much more, well... manageable! Either through individual coaching or our corporate program, BASE offers essential education and real support through some of the most important areas of finance – and life.
PRIVATE 1-1
work one-on-one with jen to gain real financial freedom.
This customed and concierge planning is deep, guided review and organization of all your accounts, actionable goal-setting and focused financial planning and accountability. Along the way, you may uncover new accounts and ways save you significant sums of money. This is great for someone that wants high level of attention and guidance for their money.
With Jen lending her support and know-how each step of the way, you’ll find that managing your money is easier and far more rewarding than you could’ve imagined.
WHAT YOU GET
Planning Sessions
Financial Action Plan
Monthly Virtual Progress Reviews
Email & Phone support as-needed
Access to a premium financial planning platform, checklists, and other shared resources.
ARE YOU LOOKING TO
Cash flow + Spending/Saving Plan
Pay off High-Interest Debt
Understand 401K options
Retirement Planning
Investing
Buy a Home
Start a Business
Combine Finances with a Significant Other
Fund a Future Experience, Escape or Event
Achieve Financial Stability
pricing.
The right advisor can pay for themselves many times over, the wrong one can do more harm than good.
BASE is disrupting the financial management industry with honest advising. While working for a Fortune 500 company, Jen observed clients regularly paying hundreds of thousands, even millions of dollars with no visibility and very little face-time with their financial advisor. A convoluted pricing structure makes that possible. Instead, BASE takes a straightforward approach with a flat rate financial planning fee. Our fee-only payment structure comes with no commissions or kickbacks, only the utmost transparency and valuable, actionable guidance you can get so that your money can work harder and faster for you.
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OTHER ADVISOR EXAMPLES:
Asset Under Management: An advisor that charges a % of the total value of a client's portfolio could be anywhere from 1-2%, so if the portfolio is worth $500,000, the fee could be between $5,000-$10,000 per year and as the portfolio grows that fee gets larger and larger. Why this stinks - usually advisors require a minimum to start working with them, not allowing people that are just getting started the attention and support they need. For those that have higher net worth or assets this can take impact overall growth of the portfolio. Imagine having 30% less in your retirement account because of a 1-2% fee.
Commission Based Advisors: These advisors seem like they don't cost you anything but it will actually cost you the most in the long term. These advisors make their money by selling you high fee, high expense products. They are sales people NOT advisors. They get paid by their company once they sell you a product (ie. annuities or whole life insurance and other products.)
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contact for pricing
CORPORATE WORKSHOPS
employees are your biggest asset.
A recent retention analysis found that when an organization offered a financial wellness program, there was an 18.8% increase in retention rate across both salaried and hourly employees, as well as nearly $2M in annual savings for every 1,000 employees. Moreover, 60% of employees say that they’re more committed to their employer and more productive in their role when that employer shows a commitment to their financial wellbeing.
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Offer your employees the opportunity to achieve financial wellness. Through these specialized workshops, Jen simplifies the understanding of everything from benefits programs to cash flow plans. Each short seminar provides essential, easily digestible information that will empower your employees both personally and professionally. Offered as one-time workshops or a complete financial wellness course.
WHAT YOU GET
Seminar(s) taught by Jen
Virtual or local, in-person option
Full range of financial management topics
Foster an inclusive & empowered workforce
Can be included within an employee benefits package
Signature Workshop: starting from $675
TOPICS COVERED
Benefit Training
Cash Flow Management
Retirement Planning
Tax Literacy
Savings/Protection Plans
Important Documentation