Find Your FI
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About
Find Your FI is a fee-only financial planning firm that serves individual clients with comprehensive planning and coaching rather than discretionary investment management. The firm provides written financial plans and advice across areas such as retirement planning, cash-flow and debt management, tax and estate planning, business planning, insurance review, and investment analysis.
Engagements are organized around a structured, year‑long Foundations program with frequent collaborative planning and coaching meetings and an optional ongoing annual follow-on arrangement; clients remain responsible for implementing recommendations. While the firm may make investment recommendations and favors passive investment principles in its analysis, it does not take custody of client assets or provide portfolio management on a discretionary basis.
Distinctive features include the firm’s offering of public and organizational educational seminars and speaking engagements that are explicitly educational and do not provide individualized advice. The firm’s principal holds CFP® certification and a Certified Financial Therapist credential, indicating an emphasis on financial coaching and the behavioral aspects of planning, and the firm operates on a fee-only basis without accepting commissions.
Client services
Expertise
Fee options
Flat fee of $8,500 for Foundations initial year and $5,500 annually for follow-on years, billed quarterly; educational seminars fee range $500 to $5,000 per seminar.
Fee-only: Flat fee of $8,500 for initial Foundations year; $5,500 annually for follow-on years, both paid quarterly in arrears; $1,000 non-refundable setup fee included in first year and charged separately if re-enrolling after a gap.
Main office
Omaha NE
Advisors at this office
1
Most active in
California · Nebraska · Texas
Also doing business as
Find Your Fi · Time Well Spent Financial Coaching · Time Well Spent Financial Coaching LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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