tiny home Financial plan


Ready to embrace tiny living but feeling overwhelmed by the financial aspects? Let’s make a financial plan for you to move to a tiny home.

Laura will collaborate with you to create a step-by-step plan addressing the financial intricacies of your move to alternative living.

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Financial advice you can rely on


Fee-Only

With a fee-only structure, you can trust that my advice is rooted in your best interests, as I don't accept commissions or kickbacks from financial products.

Independent

As an independent financial planner, I have the autonomy to select the best strategies and solutions for you so you can live your tiny house lifestyle.

Fiduciary CFP®

As a fiduciary CERTIFIED FINANCIAL PLANNER™ Professional, I'm legally bound to act in your best interest, making your financial success my top priority.

What you get with A Tiny House Financial Plan


Personalized Exploration

Initiate your journey with two engaging virtual sessions tailored to dissect your unique tiny house goals, resources, and needs.

Comprehensive Analysis

Benefit from meticulous number crunching assessing lifestyle, financial, career, and investment risks, giving you a robust understanding of your current and future financial landscape.

Blueprint for Success

Receive a tailor-made financial plan, inclusive of a project flow chart, cash flow strategy, asset utilization guide, and debt management plan, serving as a roadmap for your tiny house transition.

Guided Financial Implementation

Navigate the complexities of your downsizing journey with expert advice on spending sources, sale or lease procedures, and cash flow management, ensuring seamless execution of your plan.

Three tiny steps to financial freedom


Step 01:

Consultation

We’ll meet over Zoom so I can assess your financial goals and you can get all your questions answered.

Step 02:

Financial Planning

I’ll make a customized, easy-to-follow financial plan, and we’ll work together to eliminate your financial obstacles.

Step 03:

Financial Freedom

You’ll finally be on your way to living a life of financial freedom with a customized financial plan for tiny house living.

How financial advice can help the Alternative Living Community


Liz
“The New Chapter Traveler”

Read her story

The Harrisons
“The Small Barndominium Family”

Read their story

Bob & Linda
“The sustainable Trailblazers”

Read their story

Choose a Package built for your tiny home financial plan


Basic Downsize

BEST FOR:
No real estate ownership
Minimal downsize
No income change

5 Months

$4,875

Typical Downsize

BEST FOR:
Primary residence
Possible income changes
Household downsize

12 Months

$7,500

Complex Downsize

BEST FOR:
2+ real estate ownerships
Income changes
Tax considerations

18 Months

$11,700

Ongoing planning and asset supervision are available through a Comprehensive Planning subscription.

Have questions? I’m here to help.


Still have questions about our services or pricing? Call Laura today!

Starting today has never been easier

If you want to finally experience the relief that comes from eliminating debt, creating a nest egg, and living a full life with less, book your call with Laura today.