"It's your life. If you don't plan for it, who will?"

The Stash Plan®  |  A Personalized Financial Game Plan for H.E.N.R.Y.s

It's time to think differently about your money.
Get ready! We’re about to help you get your financial sh*t together.
The Stash Plan®

If you've ever wondered "Is there anything else I should be doing to be smarter with my money?", we got you! We'll make sure you're checking all the right boxes and not missing a single opportunity to be smarter with your money.

You make good money, you should have something to show for it!


for Individuals & Couples


Whether you're starting from scratch or coming to us with some level of strategy in place, we discuss it all!
  • Evaluate your current situation
  • Optimize credit cards, student loans, 401(k), stock options, emergency fund, etc
  • Uncover your financial goals
  • Help you automate your savings
  • Consolidate your financial accounts
  • Develop an investment strategy to make your money work harder for you
  • Answer all your money-related questions, including how to save on taxes.


for Entrepreneurs


Side-hustle or start-up, we help you understand the numbers so you can focus on what you do best!
  • All Stash Plan® features
  • Strategize for taxes and maximizing deductions
  • Evaluate bank/credit card accounts
  • Review business structure/legalities
  • Discuss managing unpredictable income
  • Factor your business into your personal financial plan
  • Assess profitability and how to pay yourself a consistent income

Is the Stash Plan®
right for me?

Take the quiz or schedule a complimentary call with a Stash expert to find out.

Getting up close and personal with your financial life is a must and we are here to provide expert advice so you can make good decisions.

Ready. Set. Stash Plan®
    By making education a part of the Stash Plan® process, not only will you have solid information to work from, but you'll also understand how to use it. Why don't they teach this stuff in school?
    Your Stash Plan® is completely customized to your life. No two are alike. You'll work one-on-one virtually with our planning team to build a game plan around your finances and get really savvy about all things money.
    You can expect us to cover bank accounts, your emergency fund (or lack thereof), credit cards, retirement planning, employer benefits, stock options,debt payoff, spending habits, financial goals, investing, taxes and pretty much anything else pertinent to your money situation.

How it Works

Whether you're starting from scratch or coming to us with some level of strategy in place, we will address every aspect of your financial life.


What's your baseline? This is where things get real. We take a look at your current financial situation. What does your lifestyle look like today, how and where do you spend your money and what, if anything, have you done to save for the future. Don't worry, we've seen it all. We will discuss what you're doing right and what you could be doing better. Also, in your first meeting, we show you when you're going to be a millionaire (spoiler alert: it doesn't happen by winging it).


It's true, too much cash in the bank is doing you no favors but neither is investing for the sake of investing (a.k.a gambling). Let's define your goals. This is the fun part. It's important to think about what you need, want and wish for. With some concrete goals in place, we can begin discussing your options and how to use your resources in the most optimal way.


Mixed with a little Facebook stalking, we thoroughly review every financial statement, bank account, employer benefit, and retirement contribution to date. In our final meeting, we will walk you through your very own custom savings and investing strategy built around your lifestyle. Whether your goals are short, mid or long-term, you'll have a comprehensive game plan designed to get you from where you're at to where you want to be without compromising your lifestyle today.

Am I going to be paying my student loans off forever?
I receive stock options but I don't know what to do with them

Sound familiar?

What are smart things I should be doing with my money?

I want a saving strategy that actually works.

We're getting married, how should we handle our finances as a couple?
How much house can we afford, and when?

Sound familiar?

I want a saving strategy that actually works.


Frequently Asked Questions

Are the meetings in person?
Meetings are conducted virtually because we work with H.E.N.R.Y.s™ all over the country (and world). That said, we won’t judge if you do your meetings from bed (in fact, we applaud it, especially our Cali clients who pick the 9am meeting slot… #dedication), so you’re welcome to turn on your webcam so we can see each others' pretty faces.
Who will my meetings be with?
We are a start-up and our team is small so we’ll all be BFFs in no time. In fact, we’ve been known to do a little bit of facebook-stalking before your first meeting. Check out the Rebels page to get to know us better.
How do I know If I’m a H.E.N.R.Y.?
H.E.N.R.Y.s™ come in all different shapes and sizes but are typically individuals and couples who have hit the six-figure mark in earning potential and/or have done a kick ass job saving and have money that they know should be working harder for them. Take our quick 2 minute quiz to pre-qualify as a H.E.N.R.Y.™ and we’ll be able to help determine if you’re ready for the Stash Plan®.
What if I’m not a H.E.N.R.Y.?
We are completely dedicated to helping Millennials of all income levels achieve their financial hopes and dreams. For that reason, we’ve formed a partnership with the awesome people over at Invibed who focus solely on future H.E.N.R.Y.s™ with their Wealth Coaching program. Take our 2 minute quiz to see if you’re ready for the Stash Plan® or Wealth Coaching.
What if I want financial help but my partner does not?
We’ve done this A LOT and we know that in order for this to be a successful experience, both you and your partner need to be on the same page about getting financial assistance. We are happy to hop on the phone to talk through your partner's fears or concerns. Schedule a call.
What if I’m ready for a Stash Plan® but my partner isn’t?
If you’re a H.E.N.R.Y.™ in a relationship with a future H.E.N.R.Y.™, it’s likely we can still help. If the relationship isn’t super serious, it may make sense for you to go through the process alone. But, if it’s serious, we can help show you how to work together to be stronger as a couple (despite uneven incomes or varying debt burdens). Let’s hop on a quick call so we can learn a little bit more about your situation and to see what makes the most sense. Schedule a call.
Can you help me with my credit card debt? OR the more popular (my partner doesn’t know about my credit card debt, help!)
If you’re in credit card debt, part of your game plan will be to discuss the best strategies to annihilate it as efficiently as possible. And yes, we will use discretion. We are here to help you get smarter about your money habits, not to call you out.
What about student loans?
Ask for Mary, she’s our student loan ninja and once she gets her hands on your student loans, well, you’re in good hands :P Consolidation? Refinancing? We’ll look at all your options and decide on the best one.
Will we ever get to meet in person?
It’s a big initiative for us to begin doing Stash events around the country in 2017 so we can meet all our awesome clients. Make sure to update your state of residence when you sign up for our Newsletter so we can keep you in the loop when we are in your area.
Can I see a sample Stash Plan®?
Stash Plans® are unique to each client and contain confidential information. For that reason, we do not share examples. Feel free to read our reviews on Yelp. Several H.E.N.R.Y.s&8482; have written about their experience with the Stash Plan®. Check out Katie’s experience here or Chelsey + Cainan’s experience here: Part 1 and Part 2
What does the Stash Plan® cost?
To work one-on-one with our planning team to build out your game plan costs $1497. It’s a one-time fee. The price is the same whether you’re an individual or a couple. We also offer a Stash Plan for Entrepreneurs™ at $1997. Schedule a call to learn more about the entrepreneurial plan. Note: the cost of the Stash Plan® may be tax deductible.
Do you offer a payment plan?
The reason we don't offer a payment plan is because we don't want you to do the Stash Plan® unless you're ready, and that means financially. By refraining from offering a payment program, we are less likely to put people through the process before they are ready.
Are you CFPs®?
Although we do have CFPs® on the team, Stash has developed a proprietary financial planning and delivery methodology that is designed for its lifestyle-focused Millennial clientele. It is our opinion that the traditional CFP® methodology works better for older generations but not for H.E.N.R.Y.s™ who want to minimize their compromises today.

What are you waiting for?

That's right, what are you waiting for? You've come this far, read all the way to the bottom of the page. The only thing left to do is get your financial sh*t together!


On the Fence?

Still unsure if you're ready for this or which plan makes the most sense for you? Schedule a quick call with us so we can learn more about you.

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