Empowering Your Financial Success
Manage Your Money. Meet Your Goals.
Whether you are just getting started or looking to fine-tune your financials, we are here to support you.
We share practical information and money management systems that empower you to make informed decisions about your financials.
We don't manage your money or take a percentage of your hard earned income. We help you build financial systems to effectively manage your own money and meet your wealth and savings goals.
What is Financial Counseling?
Designed to educate and empower you to meet your financial goals.
A financial counselor is different from a financial advisory or wealth management company.
Financial counselors are here to help you define your financial goals, educate you on potential plans to reach those goals, and ultimately empower you to effectively manage your money.
Here's What Makes Our Approach Effective
No Management Fees
We do not manage your money. We educate and empower you to manage it. This reduces your costs and gives you more control.
Goals & Routines
When you combine realistic routines with measurable goals, the planning becomes much easier. You'll build habits and find motivation that lasts.
Practical and Tested
We've managed corporate budgets of 200MM+ and helped individuals reach retirement goals. Our frameworks meet you where you are.
Why Financial Counseling?
After a combined 23 years working at JPMorgan Chase and Wells Fargo, Jill founded Fern Partners. She knew she would continue helping companies increase their revenue, but she also felt pulled to help individuals reach their financial goals. The reason?
In 2020, a Financial Counselor changed the trajectory of Jill's life and career. Now, she wants Fern Partners to do the same for others.
Today, Jill is an Accredited Financial Counselor® candidate and works with individuals in any stage of life, working on any financial goal. Her special interests include young adults building foundational money habits and generational estate planning.
Read Jill's StoryReady to Manage Your Money?
Let's build a financial plan that works for you.
Financial Strategy Session
$360
Single Session (60-Minutes)
Strategic planning session to discuss the financial topic(s) of your choosing. This is our most flexible option, available to you as needed.
Strategy sessions are available to any client, whether you are brand new or have completed a prior package with us.
Please note, this is a counseling only session. There are no deliverables provided with this option.
Financial Roadmap Package
$1,600
Our Starting Package (2 sessions, 4 hours total)
This is our most popular offering, designed to provide you with an actionable roadmap for achieving your financial goals.
Package includes an introductory session followed by client paperwork submission. We'll create personal financial statements, a financial forecast, and a roadmap that includes key milestones, decision points, and a spending plan. The package concludes with an action session to review and finalize your financial roadmap.
Financial Counseling Package
$4,600
Execution Support (8 sessions, 60-minutes each)
Designed for clients who completed the Financial Roadmap Package and want hands-on support adhering to their plan.
We'll meet weekly or bi-weekly and execute your financial plan together, at a detailed level. Each session is 60-minutes and we'll keep your financial statements, financial forecast, and roadmap updated during this time.
Financial Check-In Package
$3,600
Annual Package (4 sessions, 90-minutes each)
Designed for clients who completed the Financial Roadmap Package or the Financial Coaching Package and want supported quarterly check-ins.
We'll meet once a quarter for 90-minutes to review your roadmap, routines, and progress against your financial goals. We'll work collaboratively to update your financial statements, financial forecast, and roadmap, as needed.
Not sure which option is right for you?
Set up a free discovery call and let's chat. We'll help you find the best fit.