Pink Planning

Pink Planning provides fee-only financial planning and optional investment management services to individual clients, offering both limited-scope hourly engagements and ongoing advisory relationships. The firm structures services across three service tiers and combines planning with optional portfolio management when clients choose that add-on.

Investment work is personalized around clients’ stated goals, risk tolerance, and asset allocation targets, using tools such as fundamental analysis, Modern Portfolio Theory, and passive investment vehicles to build diversified portfolios. Clients receive written financial plans and the firm may manage accounts on a discretionary or non-discretionary basis while custody and trade execution are carried out through independent custodians.

Distinctive features include the firm’s provision of educational seminars and speaking engagements to organizations and the public, presented as purely educational (not individualized) offerings. The brochure also discloses that the firm is newly organized with no reported assets under management as of the filing date, operates with a small non‑solo staff rather than as a solo practitioner, and that the principal maintains outside employment in marketing for a financial services company.