Emotionally Invested
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Emotionally Invested provides financial planning and counseling to individuals and, occasionally, small businesses and non-profits, serving a small number of clients. Services cover a range of planning topics—retirement accounts, estate basics, taxes, credit and debt—and are delivered through one-on-one or partner counseling, small-group sessions, workshops, and client-requested financial research.
The firm does not provide portfolio management, custody, or discretionary trading authority; it offers non-discretionary recommendations while clients execute transactions through their chosen custodians. Its planning analysis emphasizes client goals and tax implications, and the brochure notes a general preference for a passive, market-following investment stance for most clients.
Distinctive elements include a regular schedule of workshops and group counseling (an uncommon service among independent advisors) and a concentration of practice time—about half—on financial psychology and improving communication about money in romantic relationships. The firm’s principal holds an Accredited Financial Counselor (AFC) credential, which the brochure says precludes commission-based conflicts, and the firm does not use percentage-of-assets (AUM) fee arrangements, referring clients who want portfolio management to other advisors without receiving compensation.
Client services
Expertise
Fee options
$50 to $150 per hour/session depending on service type: $50/hour for 1:1 counseling and research, $100/hour for small group counseling, $150 per workshop session.
Fee-only: $50 per hour for 1:1 and/or Partner Counseling and Financial Research; $100 per hour for Small Group Counseling (up to 10 people); $150 per session (60-90 minutes) for Workshops (10+ people). Additional $10 fee for services conducted at client's location beyond 30-minute drive from Lindon, Utah.
Main office
Highland UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Emotionally Invested · Widow Mite Finance · Widow Mite Finance LLC
Disclosures
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