.png)
Personal Accounting Services
Accounting for your life.
Find your Finlotus
​
You don't have to love taking care of your personal finances because Finlotus does.
With Finlotus you gain confidence and control over your money.
​
We work together to develop a solid plan to manage your money, tackle emotional stress and uncertainty around money, and create space for you to focus your energy on what matters most to you in life - living it!
​
​
Your Options
Find the fit for your life.
There are different options available to you based on how much time, energy, and knowledge you have to manage your finances. If you are unsure which product is right for you just shoot us an email or give us a call! We would be delighted to hear from you.
​
​
​
​
DIY Money Management
DIY Money Management includes:
-
A 30 minutes 1:1 call
-
A Money Management template
-
Video tutorials
Full Package - $100
Empowered Management
Empowered Management includes:
-
Full intake
-
Value and Goals planning
-
Collection and Analysis of your money information, habits and triggers
-
Custom Money Management plan and recommendations
-
Four 1:1 calls
Starting from $800*
Finlotus Management
Finlotus Management includes:
-
Everything from Empowered Management +
-
Monthly money analysis
-
Ongoing reporting
-
Ongoing 1:1 calls
Starting from $800 + $200/month*
*Final pricing will be impacted by the number of bank accounts, custom planning, and frequency of ongoing management. All prices will be confirmed and agreed to in advance. Payment schedules are available.
" I felt like we were spending money without a clear plan for where it is going and how to spend and save. Jen easily brought everything together and helped us develop a clear, methodical system to stay on top of our spending and actually start saving in a meaningful way. I feel more in control then I ever have. I felt heard and supported throughout the process and I can’t recommend her enough!"
- Tash and John Page
The Process
Our Roadmap to your success.
Step 1: Listen & Learn
This is the intake portion where we learn about who you are, your current relationship with money, where you want to see change and what questions you have about money and finances.
Step 3: You are Here!
Before we can map out the road ahead we need to know where we are starting from. In this step we dive into collecting and analyzing your current income, expenses, and savings as well as your spending and saving habits and triggers (good and bad). We also use the specifics of your goals to calculate what it will take to reach them.
Step 5: Partnership
Plan the work and then work the plan! We stick with you to integrate your custom plan into your life. As your accountability partner we will check in with you, tweak the plan, adjust to include new life events, and asks questions as they come up along the way.
​
Our partnership will continue based on the right fit for you and your life. The initial steps will enable you to manage your plan going forward or you can choose to hire Finlotus to manage it for you.
Step 2: Values & Goals
The number one make or break success factor will be how well you define your values and goals. In this step we work together to identify and write them out to lay the foundation for your custom financial plan.
Step 4: Custom Plan
Now that we have all of the data we create your custom plan to optimize spending and savings on a monthly and annual basis, tackle debt, and tie in the necessary amounts to meet your financial goal. The plan is complimented by information and guidance around money management best practice, guidance for developing strong spending habits and breaking bad ones, and financial literacy topics based on your burning money questions.