Stop Feeling Uncertain About Your Money
Get clear, unbiased financial guidance without commissions, product sales, or asset-based fees.
Comprehensive, advice-only financial planning
Covering every area of your financial life
Get Control of Your Money
Build a Plan for the Future
Make Smarter Investment Decisions
Stay Organized & On Track
Simple & Transparent Pricing
Hourly, Project-Based, or Ongoing Support.
Hourly Advice
$200 /hour
Focused guidance for specific questions or decisions.
Ideal for specific questions or decisions
Real-time discussion and scenario modeling
Clear next steps after each session
Most clients benefit from a structured engagement, but hourly sessions are available for targeted support.
Project-Based Planning
Starting at $750 /project
A structured plan tailored to your needs.
Cash Flow + Debt Paydown
Retirement Projections
Investment Recommendations
Designed for clients who want a clear, personalized plan with scope and pricing defined after your discovery call.
Ongoing Guidance
Starting at $1,200 /year
Continued support and accountability as your plan evolves.
Regular check-ins
Adjustments as life changes
Ongoing decision support
Designed for clients who want consistent, long-term guidance and a structured way to stay on track.
Why clients rely on us
Working with Genevieve was such a positive experience. I walked into my first appointment not really knowing what to expect, and she immediately put me at ease. She explained everything clearly and simply, and her calm, approachable style made it easy to ask questions whenever they came up. I left feeling genuinely motivated to dig deeper into my financial life and encouraged that I really can build healthy habits around money.
Kathy S, Minnesota
Regular check-ins with Genevieve made all the difference for me! They helped me stay accountable and gave me the confidence that I would always have a dedicated space to ask questions and get clear, thoughtful guidance. She met me exactly where I was, without judgment, and helped me believe that I could get there. Developing a personal budget with Genevieve gave me incredible peace of mind during a career transition.
Amy M, Minnesota
I am a CPA with over twenty years in financial planning and advisory work, including experience at Deloitte and in CFO-level leadership roles.I provide clear, unbiased guidance without the conflicts that can come with commissions or asset-based fees.My approach is simple: help you understand your options, make informed decisions, and build a plan that works in real life.
Privacy Policy
Fairforest Financial LLC
Effective Date: April 1, 2026
1. Introduction
Fairforest Financial LLC (“we,” “our,” or “us”) is committed to protecting your privacy and
handling your personal information with care and transparency.
This Privacy Policy explains what information we collect, how we use it, and how we protect
it when you use our website or engage our services.
By using our website or working with us, you agree to this Privacy Policy
2. Information We Collect
We collect only the information necessary to provide our services.
Personal Information You Provide
● Name
● Email address
● Phone number
● Information you choose to share during consultations (including financial details)
Scheduling and Communication Information
● Information submitted through scheduling tools (e.g., Microsoft Bookings)
● Email, text, or other communication correspondence
We do not actively collect or use personal information for website analytics or advertising
purposes. However, limited technical data (such as basic connection information) may be
collected automatically by hosting providers or third-party platforms.
3. How We Use Your Information
We use your information to:
● Provide financial coaching and advisory services
● Schedule and manage appointments
● Communicate with you about your services
● Maintain internal records of client interactions
● Comply with legal and regulatory obligations
We do not sell or rent your personal information.
4. Sharing of Information
We may share your information only as necessary to operate our business or comply with
legal requirements.
This may include:
● Service providers (such as scheduling platforms, communication tools, or financial
planning software)
● Regulatory or legal authorities, if required
These third-party providers operate under their own privacy and security policies, and we
do not control their independent data practices. We do not share your information for
marketing or advertising purposes.
5. Data Security
We use reasonable administrative and technical safeguards to protect your information.
However, no method of transmission or storage is completely secure, and we cannot
guarantee absolute security.
6. Your Rights and Choices
You may:
● Request access to your personal information
● Request corrections to inaccurate information
● Request deletion of your information, subject to legal or recordkeeping
requirements
Requests can be made using the contact information below.
7. Third-Party Services
We use third-party tools to support our services (such as scheduling platforms and
financial planning tools). These providers may collect and process your information
according to their own privacy policies.
We encourage you to review those policies where applicable.
8. Children’s Privacy
Our services are not intended for individuals under the age of 18, and we do not knowingly
collect information from children.
9. Regulatory Status and Services
Fairforest Financial provides advice-only financial planning and coaching services.
● We do not take custody of client assets
● We do not execute trades on behalf of clients
Prior to registration as a Registered Investment Adviser (RIA):
Services are limited to financial education and coaching.
Following registration as an RIA:
Services will be provided in accordance with applicable laws and regulations, including
disclosures contained in Form ADV and related documents.
10. Data Retention
We retain personal information only as long as necessary to:
● Provide services
● Maintain business records
● Comply with legal, tax, or regulatory requirements
11. Changes to This Policy
We may update this Privacy Policy from time to time. Any updates will be posted on this
page with a revised eƯective date.
12. Contact Information
If you have questions about this Privacy Policy, please contact:
Fairforest Financial LLC
Email: [email protected]
Location: Spartanburg, South Carolina