Better planning for your
starts here.
To book your complimentary consultation for flat-fee financial planning, fill out the form below! I reply to all inquiries within 2 business days, and can’t wait to chat.
Call me, beep me
Message received!
Thank you so much for reaching out! I got your message, and will reply within 2 business days. If you think of any questions in the meantime (or want to follow up), please email me at chelsea@startbetterplanning.com.
Frequently Asked Questions
How do I know if it’s the right time for financial planning?
If you’re earning solid income and feeling unsure about what to do with it — it’s the right time. Whether you’re navigating a big life change or just want to feel more confident in your financial setup, we’ll figure out the best next steps together.
Are all of your services virtual?
Yep! I work with clients all over the U.S. through secure, fully virtual meetings — so we can keep things efficient, flexible, and easy to fit into your schedule.
Do you work with couples *and* individuals?
Both! Whether you’re managing finances solo or with a partner, we’ll structure the plan around your full picture and make sure everyone feels informed and on the same page.
Does your fee change depending on my assets?
Nope – I offer flat-fee financial planning, so what you pay isn’t tied to your portfolio size – and there are no surprise charges along the way.
Can we talk about your services before I commit?
Of course! After you reach out, I’ll reply with a scheduler where you can book a complimentary call for us to get to know each other (and for you to ask any questions, of course). Choosing a financial planner is a personal decision, and one I want you to feel completely confident about!
Your new favorite financial planner
Hi, I’m Chelsea – and I help you make a plan for your money that gets you where you want to go while letting you enjoy where you are.
Because while you need to prepare for the future, there’s also no time like the present. Whether your goal is to retire early, buy a house, work less, or subscribe to every streaming service guilt free – I’ll help you create a functional *and* enjoyable financial plan to make it happen.
