Stefanie Pickard, CFP®, EA Old Growth Financial

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About Stefanie Pickard, CFP®, EA

At Old Growth Financial I do things differently. I am not here to sell you financial products you don’t need, or pressure you to open accounts. As a fee-only fiduciary, I provide clients with independent advice, transparency, and individual attention. Financial planning and investment management do not have to be overwhelming. Let’s work together to clarify your financial goals and develop a manageable plan to live the life that you want. Our initial consult is always free. Reach out today!

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Recently Published

Jumping off with Financial Literacy, Part Three: Emergency Fund

July 23, 2021

Do you have the financial understanding to start yourself out on the right foot? Financial Basics: Emergency Fund An imperative part of any financial plan is a solid emergency fund. Everyone has heard that you need to keep an emergency fund, but how do you know how much to save and how to do it.…

The post Jumping off with Financial Literacy, Part Three: Emergency Fund appeared first on Old Growth Financial.

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Jumping off with Financial Literacy, Part Two: Cash Flow

July 12, 2021

Do you have the financial understanding to start yourself out on the right foot? Financial basics: Cash Flow Does your annual income cover your annual expenses? Do you know how much you spend in a year? Tackling your annual cash flow can be an intimidating prospect. The idea of examining past expenditures may make many…

The post Jumping off with Financial Literacy, Part Two: Cash Flow appeared first on Old Growth Financial.

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Jumping off with Financial Literacy, Part One: Net Worth

June 12, 2021

Do you have the financial understanding to start yourself out on the right foot? Financial basics: Net Worth Have you ever thought to calculate your net worth? Maybe you thought it would be too difficult or something only “really rich” people think about. If you’ve never considered tackling your net worth calculation, I encourage you…

The post Jumping off with Financial Literacy, Part One: Net Worth appeared first on Old Growth Financial.

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Ideal Clients

  • Attorneys
  • Financial Life Planning
  • Gen Y/Millennials
  • Mid-Career Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $50+/mo
  • Quarterly Fee: $150+/qtr
  • Flat Fee: $500+/engagement
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.40%

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