Women are empowered to protect and inspire family legacy. We also provide fixed fee services if you prefer a one-time service or project-based services.
A women’s relationship with career and money are influenced by three primary factors.
Our values-based planning ensures your financial decisions are made from an empowered and informed position that protect and inspire family legacy.
Begin today.
Finally, a financial conversation designed by a woman, for women
Principals
Prioritize
Privacy
Process
Prepare
Protect
Preserve
Subscription or
Fixed Fee Pricing
The Freckled Strawberry is dedicated to empowering women toward financial independence. We do this by guiding women through our proven Methodology™.
Women who complete The Methodology™ choose our on-going subscription-based partnership with Strawberry Plus and report improved clarity and confidence in their financial future.
Initial Engagement
4-12 meetings | 3-6 months
Choose to meet once per week or twice a month and divide the payments into 4 or 5 installments.
You control the cadence and payment timeline.
Our method is delivered by the sixth meeting, and we conclude our engagement by the sixth month.
Ongoing Partnership
Quarterly meetings | Cancel anytime
We are YOUR cheerleader in life and remain by-your-side through marriage, growing children, inheritance, and aging parents.
Our structured methodology allows us to measure your progress and readjust your goals when necessary.
Fixed Fee Financial Management
Quarterly meetings | Cancel anytime
Maybe you need help with a succession plan for your business, to navigate your Will, plan your retirement, or discuss a type of Trust for your children.
We can help.
We believe in making financial planning accessible and simple.
Our Process
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This program is designed for the lady entrepreneur blazing her own trail. If you are starting a business, or are already established, we can help you create clarity in your business and personal finances. Finally, a financial conversation designed by a woman, for women. Blaze your money-trail.
Let's do this!
This program is designed for career women in the corporate and professional space. We guide you through four to six important conversations that create financial clarity and set your financial plan in motion.
I need more!
This program is designed for Stay-At-Home Mom’s on a Mission to champion financial responsibility for their families. We guide you through four to six important conversations that create financial clarity and set your family’s financial plan in motion.
Strawberry Plus for Mom's on a Mission
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Strawberry Plus for The Career Diva
Strawberry Plus for The Trailblazing Lady Entrepreneur
Subscription Packages
Strawberry Plus for Mom's on a Mission
Strawberry Plus for The Career Diva
Strawberry Plus for Trailblazing Lady Entrepreneur
I need this!
Losing a spouse is devastating. Many widowed women find themselves living in an emotional fog long after their spouse has passed. If your husband or significant other managed the finances, it can be frightening and financially paralyzing. We can help.
I'm in!
Receiving a large inheritance seems like a wonderful opportunity filled with financial life improvements. However, with financial windfall comes great responsibility. If you are unprepared to receive your inheritance, or are struggling with the loss of a loved-one, this can be a confusing time. We can help.
Yes please!
Retirement income planning provides you with a directionally sound written plan designed to point you in the correct direction. We analyze your current income, investments, and opportunities that create a clear path forward. This is an excellent compliment to an existing relationship with us or another provider.
Retirement Planning
Certain elements of financial planning may not require an ongoing relationship, or may be supplemental to your ongoing planning relationship with us or another firm. We have provided examples of our standard fees for many common one-time services. In some cases, your prices may differ based on the complexity of your situation.
Managing Inheritance
Widowed
Al a Carte
Retirement Planning
Managing Inheritance
Widowed
Divorce
Starting over can feel overwhelming. If you are facing divorce or are divorced, we can help you create financial clarity for yourself. If you are a single mom, we have your back. If your husband or significant other managed the finances, it can be frightening and financially paralyzing. We can help. Begin today.
A women’s relationship with career and money are influenced by three primary factors. Our values-based planning ensures your financial decisions are made from an empowered and informed position that protect and inspire family legacy.
Let's Do it!
Bank Financing
If you are an entrepreneur looking to grow your business, Strawberry Plus can assist with your bank and lending relationships. Our trained individuals can assist with finding the correct bank relationship for you and your company.
YES! I am in!
