WORK WITH A FLAT-FEE FINANCIAL ADVISOR WHO GETS IT

The Right Fit Changes Everything, Especially When Money Feels Hard

You didn't end up here because traditional financial planning was working for you. Or maybe you’ve always thought it wasn’t for you. If you’re wary of financial advisors who don’t understand your neuro-spicy brain, who judge your unconventional path, or who make you feel like you need to perform "normal" to get help — you found your person.

A Different Kind of Financial Partnership

THIS IS ABOUT TRUST, NOT TRANSACTIONS

Maybe you’ve never used a financial planner before and you don’t know what to expect. Or maybe you've felt judged, abandoned, or tricked in the past. Or, maybe you got the classic advice to "save more" or “spend less” – without any real guidance on how to actually do that.

We get it. The financial industry has trained you to expect judgment, pressure, and people who care more about their commission than your actual life.

HERE'S HOW WE DO THINGS DIFFERENTLY:

  • We start with safety. Real emotional safety, rooted in trauma-informed care. You get a judgment-free space where you can admit what you don’t know, or that you impulse-bought that course you never watched — because shame kills progress, and we’re not about that life.

  • We work as partners, not dictators. This is about keeping you this is about keeping you educated, empowered, and in choice. We’re not here to lecture you about your spending habits — we build a plan designed around you, at your pace, in a way that makes sense for your specific brain.

  • We stay connected. Not just when you’re freaking out about the market or making a big decision, but through the everyday stuff too. That’s where real change happens — and why we built a custom client portal to keep your action steps clear and manageable.

  • We integrate business + personal. For business owners, we uniquely blend personal and business financial planning so you can see and optimize the whole picture — your company, your life, and your legacy — all working in harmony.

  • We focus on what drives results. Emotions drive behavior, and behavior drives results. Our work goes deeper than spreadsheets to help you shift the patterns that actually move the needle.

This is financial planning for people who think differently, live differently, and want an advisor to match.

Is This You?

We're not for everyone, and that's intentional. Our best work happens with people who are ready to stop spinning their wheels and start making real progress.

You might be our person if:

    • 2+ years in business and hitting your stride

    • Ready to integrate your business and personal finances

    • Thinking about growth, exit planning, or "what's next?"

    • Want fractional CFO-like guidance (and yes, this is deductible)

    • You think differently about money and life

    • You're building something meaningful (business, art, community)

    • You want your money to reflect your values, not just maximize returns

    • You're tired of financial advice that doesn't fit your brain or your life

    • Complex compensation package that needs untangling

    • RSUs, stock options, ESPPs that you're not sure how to optimize

    • High income but feeling like you should be further ahead

    • Want to make intentional, tax-smart decisions

    • Need help integrating inherited investments into your overall plan

    • Looking for guidance that honors both opportunity and responsibility

    • Single by choice or circumstance (divorce, widowhood)

    • Building your life with confidence and intention

    • Want a financial partner you know you can call and who gets that your path looks different

    • ADHD, anxiety, or just think differently about everything

    • Need financial planning that works WITH your brain, not against it

    • Want safety in relationship when talking about money

    • You can show up fully and want the same from your advisor

    • You understand that good financial planning takes time and relationship

    • You value being able to talk about the emotional side of money with your financial advisor.

    • You love following a plan and getting things done (as long as you don't have to come up with it!)

    • You are communicative and responsive to tasks and requests

    • You are ready to start outsourcing and delegating in the areas you're not an expert

If You Think You’re A Good Fit, Learn More About The Services We Offer And Our Process

WHO THIS ISN'T FOR

We're Probably Not Right For You If:

✖ You want purely transactional, once-a-year check-ins

✖ You're only focused on beating the market or minimizing taxes

✖ You don't see the value in emotional intelligence or behavioral coaching

✖ You prefer to DIY everything and avoid guidance

✖ You're looking for quick fixes or magic bullets 

✖ You struggle with communication or staying responsive (this only works if we both show up)

✖ You want "male, pale, and stale" traditional advisor vibes

No judgment here — there are plenty of advisors who serve those needs. We're just not them.

What Our Clients Are Saying

  • "I’ve been working with Allie Beckmann for a while now, and I can honestly say she’s one of the most dependable and knowledgeable professionals I’ve met."

    She takes the time to really understand your goals and gives solid, no-nonsense advice that’s tailored to your situation. She really cares about who you are as a person and makes sure your values line up with your goals. There’s never any pressure, just honest guidance and real support. She’s definitely someone you can count on.

    – Derek, 38, Roofer, Business Owner

  • "I worked with Allie during my divorce to help me better understand my finances and make informed decisions during the negotiation process."

    Allie is incredibly knowledgeable, empathic, patient and friendly. She presented very important information to me in an understandable format (I am a very non-financial person) and was willing to make adjustments to my plan real-time to help me understand how decisions would impact my financial future. I would not hesitate to work with Allie again, or to recommend her"

    – Amy, 52, Clinical Content Consultant

  • "Beyond her personalized approach, Allie has built a trusted network of professionals, including CPAs and bookkeepers, to ensure all aspects of financial well-being are covered."

    Her extensive experience and deep knowledge of financial systems are evident, but what sets her apart is her unwavering commitment to ethical and moral values. As a therapist, I deeply respect and align with her integrity, which makes trusting her with my financial future even easier.

    – Brynne, 38, Therapist, Business Owner

*Testimonials provided by Liberated Financial clients. No compensation was paid for testimonials.

Ready to Start the Conversation?

No sales pitch. No judgment about where you are right now. No pretending you need to have it all figured out before we talk.

Just straight talk with someone who gets that your relationship with money is complicated, and that you deserve financial planning that actually fits your real life.