Financial planning built around your actual life.

Your business income doesn't exist in a little box separate from everything else.

It affects what you can save. What you can invest. When you can retire. How much cash you need. What you can afford personally. And sometimes, how much financial responsibility you're carrying for everybody else.

Pink Ivory Wealth helps you put those pieces together and decide what your money needs to do next.

Not everybody needs the same amount of planning.

Maybe you have a few questions and need someone to help you sort through them.

Maybe there's one financial situation keeping you up at night.

Or maybe you've reached the point where you need somebody to look at the whole picture and say, Okay, here's where you are. Here's where you're trying to go. And here's what needs to happen between the two.

That's why we offer different levels of planning.

Choose the support that fits where you are.

START HERE

Let's Wealth It Out

$247

Sometimes you don't need a 50-page financial plan.

You need to sit down with somebody who knows what they're looking at and talk this thing through.

Let's Wealth It Out is a focused 45-minute strategy session designed to help you understand what's happening, identify your biggest financial priorities, and determine your next move.

You'll walk away with:

  • A high-level review of your financial situation

  • Answers and strategic direction around your most pressing questions

  • Identification of financial gaps and priorities

  • Up to three recommended next financial moves

  • A written recap so you know what to do next

Best for you if:

You're thinking, I know I need to do something with my money. I'm just not sure what.

FOCUSED FINANCIAL PLANNING

Wealth Focus Project

Starting at $950

One big financial decision doesn't always require us to unpack your entire financial life.

Sometimes you just need to solve this thing.

A Wealth Focus Project gives us room to dig into one clearly defined financial concern, run the numbers, compare your options, and help you make the decision with actual information behind it.

We might work through:

  • A debt strategy

  • Retirement readiness

  • A major purchase

  • Emergency or opportunity reserves

  • An inheritance or settlement

  • Education funding

  • Insurance and financial protection

  • A career or business transition

  • A focused investment-planning question

  • Preparing financially to help an aging parent

You'll receive analysis specific to the issue, applicable calculations or projections, personalized

recommendations, a written action roadmap, and a results-review meeting.

Starting at $950. Final pricing depends on complexity and scope.

COMPREHENSIVE FINANCIAL PLANNING

The Pink Ivory Wealth Plan

Starting at $3,000

This is where we stop looking at one piece of your financial life and put the whole thing on the table.

Your income. Business. Cash. Debt. Retirement. Investments. Protection. Goals. Family responsibilities. And the life you're actually trying to build.

Then we answer the bigger question:

What does your money need to do to get you from here to there?

Your plan may address:

  • Personal and business cash-flow alignment

  • Net worth

  • Reserves

  • Debt

  • Retirement projections

  • Savings and contribution targets

  • Investment planning

  • Insurance and risk management

  • Tax-planning coordination

  • Major purchases and lifestyle goals

  • Estate and legacy considerations

  • Education funding

  • Aging-parent considerations

  • Business continuity, succession and exit planning

  • What-if scenarios

You'll receive a personalized comprehensive financial plan, prioritized recommendations, projections where appropriate, and a step-by-step implementation roadmap.

Starting at $3,000. Planning engagements typically range from $3,000–$7,500+ depending on complexity.

Have the plan. Need help actually doing it?

Wealth in Motion

A financial plan doesn't do much sitting in a folder.

Wealth in Motion is our higher-touch coaching and implementation relationship for women who want support turning their recommendations into actual financial habits and decisions.

We start closer together with monthly meetings for your first three months while you're building the foundation.

Then we transition to quarterly meetings so you're supported without feeling like you have another appointment every five minutes.

We'll work on things like cash flow, reserves, debt progress, retirement and investment contributions, financial habits, changing priorities, and the action steps we've already agreed matter.

First year: $3,600

Or $3,300 paid in full

Available after completing Let's Wealth It Out, a Pink Ivory Wealth Plan, or having an existing financial plan reviewed and accepted for coaching.

Advice without giving up control.

Pink Ivory Wealth is an advice-only financial planning firm.

That means we're paid for our advice, not for selling you financial products or gathering your assets.

When investment advice is part of your engagement, we can help you understand what fits your goals, timeline, risk tolerance, and overall financial plan.

Your accounts stay yours.

You choose where your assets are held. You approve and implement recommendations. Pink Ivory does not take custody of your money, exercise discretionary trading authority, or place trades on your behalf.

We advise.

You stay in control.

Still not sure which one you need?

That's exactly why Let's Wealth It Out exists.

You don't need to diagnose your own financial situation and pick the perfect service before you've even talked to us.

Bring the questions.

Bring the numbers.

Bring the girl, I don't even know where to start.

We'll figure out what deserves your attention first.