Jennifer Steliga is a CFP-designated registered investment advisor at Find Your Fi, based in Omaha, NE, with 3 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 15 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Find Your FI offers ongoing financial planning and coaching after the first year. Clients can choose from three options:
- Annual Review + Monthly Check-ins: $2,800 per year
- Annual Review + Quarterly Check-ins: $2,000 per year
- Annual Review + Mid-Year Check-in: $1,000 per year
These fees are paid with an initial fee due at the first meeting, and the remaining fee paid quarterly in arrears. Additional hourly work is billed at $200/hour.
- First Year Financial Planning and Coaching: $6,000 for the first 12 months, including approximately 15 sessions and 12 hours of planning work. $400 is due at the first meeting, and the remaining fee is paid quarterly in arrears.
- Ignite (One-Time Plan): $2,600 for a one-time financial plan, including 3 meetings over 3 months. $400 is due at the first meeting, and the remainder is due upon completion of the plan.
- Design (Add-on to Ignite): $3,399 to add coaching and implementation support to the Ignite plan, paid quarterly in arrears.
Contact
Jennifer Steliga
Location
Omaha, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Find Your Fi
State Registrations3 states
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