How We Can Work Together
We offer three flexible ways to work together, based on your goals, timeline, and need for ongoing support. Every option includes personalized guidance rooted in your values and real-life context — with tools and strategies to help you move forward with confidence.
Ongoing Financial Planning
A long-term partnership for clients ready to build momentum and stay accountable. We’ll not only create your custom plan, but actively implement it together — tracking progress, refining strategy, and addressing the climate resilience of your investments, home, and real estate. You’ll stay focused without feeling overwhelmed, building wealth step by step.
One-Time Comprehensive Plan
A One-Time Comprehensive Plan is a deep-dive financial roadmap tailored to your goals, values, and life stage. This engagement includes investment, tax, retirement, insurance, estate, and cash flow planning, and a custom Asana action plan to help you stay on track. You’ll walk away with a fully integrated, values-aligned strategy.
Hourly Financial Planning
For targeted support, hourly planning offers customized guidance on specific areas like retirement, investment strategy, or goal alignment. We’ll dive deep into your priorities and use advanced tools — including a rigorous financial stress test — to bring clarity and confidence to your decisions.
| Services | One-Time Comprehensive Plan |
Ongoing Financial Planning Most Popular |
Hourly Financial Planning |
|---|---|---|---|
| Climate Smart Real Estate Planning | — | ✔︎ | — |
| Rental Property Planning | — | ✔︎ | — |
| Real Estate Climate Resilience Assessment | — | ✔︎ | — |
| Unlimited Email Access for follow-up questions | — | ✔︎ | — |
| Investment Planning | ✔︎ | ✔︎ | ✔︎ |
| Tax Planning | ✔︎ | ✔︎ | ✔︎ |
| Retirement Planning | ✔︎ | ✔︎ | ✔︎ |
| Insurance Planning | ✔︎ | ✔︎ | ✔︎ |
| Estate Planning Review | ✔︎ | ✔︎ | ✔︎ |
| Cash Flow & Budgeting | ✔︎ | ✔︎ | ✔︎ |
| Insurance Review | ✔︎ | ✔︎ | ✔︎ |
| Business & Self-Employment Planning | ✔︎ | ✔︎ | ✔︎ |
| Asana Project Management Action List | ✔︎ | ✔︎ | ✔︎ |
| Pricing | $6,900 flat fee |
$2,500/quarter + $3,000 setup |
$420/hour |
NSIGHT PERSONAL FINANCE
San Francisco, CA
We’d love to hear from you!
hello@insightpersonalfinance.com
(415) 819-8856
DISCLOSURE: The foregoing content reflects the opinions of Insight Personal Finance, LLC and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.