Personal CFO-Style Money Coaching for Individuals and Families

Fairforest Financial

Structured, practical money systems built for real life — simple enough for daily use.

Services

  • One-on-one money coaching for individuals and families

  • Setting up and maintaining a clear monthly money system (YNAB-based)

  • Aligning spending with priorities, goals, and real-life constraints

  • Ongoing check-ins focused on clarity, follow-through, and adjustment

Credentials

  • Certified Public Accountant (CPA)

  • Senior financial leadership experience

  • Systems-focused approach to personal money management

  • Practical, systems-first approach grounded in real-world use

We focus on clarity, accountability, and systems people can actually maintain.

Working Together

Sessions are practical, focused, and tailored to real accounts and real decisions. This work focuses on money systems and decision-making, not investment management or tax preparation.

  • $165 - Introductory session

  • $800 - Five session package

  • $1,550 - Ten session package

  • $300/month - Ongoing monthly support

Sessions are virtual and 25 minutes.

Connect With Us

[email protected]

© Fairforest Advisory LLC | Fairforest Financial | Spartanburg, South Carolina