Holistic Financial Planning

Financial planning is one of the most important aspects of your life. No matter how many plans you make-about your career, marriage, vacations, home purchase, having children, or retirement-most will not happen smoothly or at all without sound finances. But creating a financial plan can be daunting. Family & Money Matters is here to help make the process simple and painless. Together, we create a financial well-being checklist that supports your life goals and serves as a roadmap to help you manage, save, invest, protect and share your money..



Individual

Best value



Price based on request

  • 45 min discovery meeting
  • 45 min evaluation meeting
  • 45 minute follow up monthly online meetings for 3 months.
  • Action list and financial plan summary





Family


Price based on request

  • 60 min discovery meeting
  • 60 minute evaluation meeting
  • 45 minute follow up monthly online meeting for 3 months.
  • Action list and financial plan report





Enterprise

Big Business



Price based on request

  • 120 min discovery meeting
  • 120 minute evaluation meeting
  • 45 minute follow up monthly online meeting for 3 months
  • Action list, financial plan report and workshop




What Our Clients Say

"Elaine meets all challenges with poise, integrity and warmth. She is a professional you can trust and rely on to help you accomplish your goals.”

Barbara V.

Company Name: Planning for Financial Separation
Designation: Fashion Designer

“Elaine inspired me to start a fund with a purpose and after hearing her workshop and 6 months after, I was able to make my dream come true of learning English, not only I learned it but I was able to live in Europe to practice for 3 months”

Mariana M.

Company Name: Planning to save with a purpose
Designation: Senior Accountant Fortune 500

“After taking the financial education course in Peru, I was able to clearly focus on what had purpose in my life, I now live debt free, I have a savings fund and I am investing in buying a house in the next 12 months”

Caroline S.

Company Name: Planning to start her own business,
Designation: Retired Paralegal

“I never thought I could have control of my finances. It was possible by working with Elaine’s advise after reading her book “Family and Money Matters”, I improved my relationship with finances, and have adjusted the lense to improved the quality of my daily life.”

Carola S.

Company Name: Planning for Financial Career Advancement
Designation: PHD Senior Medical Research

“I now look forward to saving time and investing for my future thanks to Elaine’s financial well-being workshop. The strategies will help build a better world.”

Francisco R.

Company Name: Stakeholder’s Financial Training and Sustainability
Designation: Fortune 500 Regional CEO

Team Members

Elaine King, CFP®

Holistic Financial Planning and Value Based Asset Allocation

Suzie Hise

Action Oriented Coaching

Mariana Martinez, PHD

Family Focused Workshops

Maria Fuentes

Family Focused Workshops - Children & Women

Schedule a 30 minute FREE consultation to review your financial goals. Contact Us

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