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Financial Foundations

<br/><p class="p1"><span style="font-family: var(--fmgFont);" data-mce-style="font-family: var(--fmgFont);">Gretchen Meyer Financial&#8217;s <em>Financial Foundations</em> program empowers you with the knowledge and tools to build a solid financial plan that aims to turn your dreams into reality.</span><br/>


Gretchen Meyer Financial’s Financial Foundations program empowers you with the knowledge and tools to build a solid financial plan that aims to turn your dreams into reality.

With Financial Foundations you’ll gain the confidence and expertise to:

  • Explore the world of investing to grow your wealth and pursue long term financial security
  • Master the art of debt management breaking free from financial burdens
  • Develop a savings strategy that aims to ensure you’re prepared for life’s unexpected twists
  • Plan for retirement so you can enjoy your golden years without financial worries

Program Benefits

  • Investment Management & Portfolio Review
  • One on One Financial Coaching
  • Access to Online Courses & Extensive Content Library, including Investment 101 & Wealth Accumulation, Managing Debt, Tax Tactics, Cash Flow & Budgeting, and Education Funding
  • Monthly Newsletter
  • Account Aggregation
  • Financial Wellness Webinars & Semi-Annual Market Updates
  • Personal Financial Website with Budget Tracker
  • Financial Document Storage & Organization
  • Access to our Professional Network
  • Annual Financial Health Assessment

Details & Pricing

  • Minimum Investment Managed by GMF: $25k
  • Annual Subscription: $1,200 (billed monthly or annually)
  • Two Financial Coaching Sessions per Year
  • Unlimited Email Support


Family plans are available for children under 35!

With an investment minimum of $5k, the subscription cost is as follows: $125 per month for 1 child; $149 per month for 2 children; and $175 per month for 3 children