One complete plan for the life you're actually building
A personalised, fee-only Wealth Plan for the moment you're navigating something bigger than one decision, a property, an inheritance, a separation, retirement, backed by an ongoing strategy, not a spreadsheet.
A good decision matters. So does everything after it.
You're earning well. You've got savings, maybe investments, maybe a specific decision on the table right now. What you don't have is one strategy tying it all together, one that accounts for how you actually think about risk, time, and money, not just a template built for a different life.
The Wealth Plan is a complete, ongoing strategy, using a structured framework, so instead of a single answer, you walk away with a plan you can keep using as life changes.
Financial planning built for where you are, not a generic timeline
If you recognise yourself below, even roughly, this is built for you.
This is you if
This isn't what you need if
- You've got one specific question, not an entire strategy
- You want a fast, focused answer rather than an ongoing plan
- You're not ready for a deeper, multi-session process yet
Designed for when life is already full
You're not coming to this with spare time or energy, whether it's a separation, an inheritance, or just a lot on your plate. Here's exactly what to expect once you enquire.
Fill in a quick assessment so we can learn about your situation.
Choose how you want to talk to us, whatever works for you.
We respond with pricing for your situation, and whether we're the right fit.
Here's exactly what a Wealth Plan looks like
Enquire to work together
A short assessment so we understand your situation before we ever get on a call.
Initial data collection call
Online, recorded, light touch. We build the full financial picture together, without homework.
Discovery and life mapping session
Where the numbers meet the life you actually want. Goals, timelines, what's non negotiable.
Your plan, delivered in stages
Not one overwhelming document. Each stage arrives with a recorded video explaining exactly what it means.
Ongoing support
The plan doesn't end when it's delivered. You've got support to keep it on track as life moves.
Fee-only financial advice, no commissions, no % fees
FoundHer is a fully virtual, fee-only financial planning practice (FSP1009249). No commission on anything we recommend, no percentage of your money. Every plan uses a structured framework, not guesswork, so what you walk away with is something you can actually trust.
What it's like to build a plan with us
I was so focused on "positive cashflow" that I couldn't see it. Now I feel excited, it's a huge difference.
— Property Investor, Wealth Plan client
"Working with Zara transformed how I approach my finances. She brought structure to my plan and helped me clarify my goals beyond the money."
— Wealth Plan client
"Her thoughtful questions and insight into the emotional side of money pushed me to rethink my priorities, resulting in a long-term plan that's aligned with my values."
— Wealth Plan client
Tailored pricing based on needs
Most clients invest between $1,111 and $4,444Every Wealth Plan is scoped to your situation, not a flat number. No commission, no percentage of your money.
The questions people ask before they start
If you have one specific question keeping you up at night, like "Can I afford this house?", the Ultimate Money Date gives you a focused answer. If you need an ongoing, complete financial strategy, with support to keep it on track, the Wealth Plan is built for that.
It starts with a short assessment, so we understand your situation before we ever get on a call. Nothing is locked in until you've seen whether it's the right fit.
We're independent and fee-only. No commissions, no product sales. We focus on the emotional side of money too, not just the numbers, and we're built for women specifically, because the way women think about risk and money is genuinely different.
No. We give you the plan and it's yours to run with, but you're not left to figure it out alone. We're here to support you as you put it into action.
Yes. Ongoing support is included, so your plan stays on track as life changes.