Financial Planning for the
Modern Age.
Old-School Strategies Meet New-School Tech.
Book Your Free ConsultationAdvice Without an Agenda.
Flat-Fee Only
Our fair, transparent pricing means no hidden costs or complicated fees.
Expertise & Ethics
As a CERTIFIED FINANCIAL PLANNER™ professional, we are held to the fiduciary standard and will always act in your best interest.
Modern Digital Experience
Access your plan, schedule meetings, and get answers fast through our convenient client portal.
Membership
Simple pricing for every stage of your financial life.
Essentials
For the DIY Planner who wants a helping hand.
$150/mo
- Annual Plan Review
- Online Client Portal (Express Plan)
- Retirement/Investment Planning
- Cash Flow Analysis
- Simple Estate Plan
- Insurance Review
- Basic Tax Strategies
Comprehensive
For when life outgrows your plans.
$250/mo
Everything in Essentials, plus:
- Semi-Annual Plan Review
- Online Client Portal (Full Plan)
- Portfolio Management
- Account Aggregation
- Cash Flow Tracker
- Math Modeling and Probability Analysis
Advanced
For when you need a personal CFO.
$500 - $2000/mo
Everything in Comprehensive, plus:
- Quarterly Plan Review
- Tax Return Review
- Retirement Distribution Plan
- Business Planning
- Estate Tax Planning
- Trust and Legacy Planning
- Charitable Giving Strategies
How It Works
Every Masterwork Starts With a Simple Sketch.
The Initial Conversation
A complimentary intro call to see if we're a good fit. No pressure, no obligation.
Designing the Roadmap
We'll dive deep into your goals and build a personalized financial roadmap together.
Putting Your Plan In Motion
We'll help you confidently take steps to put your plan into action.
Our Ongoing Partnership
Through ongoing support and regular check-ins, we'll help you adapt and refine your plan as your life evolves.
Invested In You.
I founded Folse Financial to serve the unique needs of individuals, families, and businesses in today's complicated economic landscape. Our commitment to fair fees, fiduciary advice, and efficient digital systems are just a few ways we are investing heavily in our clients' success. Let us help you craft your masterpiece!
- Cameron Folse
Want to learn more?
Take the first step. Fill out the form below for a complimentary consultation.