Lula Financial

My husband and I were looking for a financial planner and Lula Financial gave us exactly what we were looking for. We shopped around and appreciated the way Amie explained financial concepts in a really easy way. They are also flat fee, non-custodial advisors, so they give you the tools to manage and invest your money on your own. The financial plan cost us $2,000 and then ongoing financial advising is $100 per month. Amie gave us a comprehensive financial plan based on our current finances and long term goals. She gave us clear steps to follow and implement the plan. We considered doing the ongoing advising, but decided not to when Amie told us that Fidelity (which we already used) does great long term retirement advising. I felt like I trusted the advice that we got with them really looking out for our best interests. Also, my husband and I haven't always been on the same page financially and Amie really helped bring us together to be on a unified financial front. This service was well worth it! I would highly recommend Amie and Lula Financial.

What a great guy! A few minutes into our exploratory call on business finance advice, Benjamin let me know that he couldn't help me as a financial advisor. But! He then proceeded to give me 10 free minutes of personal advise on starting a small business. He was personable, sweet, and encouraging. I'll definitely use Lula financial in the future for personal finance management.

Despite the recent bagelgeddon controversy, Ben has proven to be an outstanding and incredibly effective financial advisor. Talking finances with people is hard; Ben uses humor and wit to help diffuse the tension around your finances. I would highly recommend Ben to anyone that is interested in establishing a sound, long term financial plan.