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Maize Financial

Signed in as:

filler@godaddy.com

  • Home
  • About
    • About Bonnie
    • Blog
  • Services
    • Financial Coaching
    • Financial Planning
  • Let's Talk
  • Clients

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What are you looking for?

We offer flexible packages with straightforward pricing.

The One Page Plan

You're busy. Or maybe just not ready for a long-term relationship. That's cool! We now offer a one-page plan for a low flat fee. 


Best for working individuals with household income <$150,000 who are saving and investing toward future goals. 


For bigger projects, hourly planning is available. 

Ongoing Planning

You're ready to take your finances to the next level and want a long-term, trusted partner to help you reach your goals.


I'll work with you to set personalized goals and create a plan for every area of your financial life. 


Best for those with big plans and looking for a long-term planning relationship. 



Investment Management

Streamlined, fully digital asset management. I partner with Altruist to give you a delightful experience and keep fees low.


Investment management is available as a stand-alone service or discounted when combined with financial planning.



One Page Plan

$500 individual; $750 couple


The one-page plan is an affordable option for those with uncomplicated financial situations looking for a checkup and recommendations to meet their goals.

Flat fee includes:

  • initial meeting to learn about you, discuss your values and goals, and gather information about all aspects of your financial life
  • a one-page plan including your goals and progress towards them, current financial situation (net worth, cash flow, savings rate, etc), and at least three recommendations to help you achieve your goals
  • a second meeting to go over your basic plan, discuss recommendations, and answer any questions
  • 10% discount on estate planning services through Trust & Will


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