Financial Services (Asset Management, Financial Planning, Retirement Planning, Financial Advice)

Discovering → Analyzing → Refining → Solution

Soesbe Financial is a fiduciary fee-only financial planning firm. 

This means we sell no products and receive no commissions, which frees us to provide completely unbiased professional advice.

Our passion is helping people improve their lives; we do this by helping guide your decisions about money. It’s like having your own personal Chief Financial Officer! We pay special attention to your individual needs, systematically work through our Proven Process, pride ourselves on delivering effective, actionable results, and adhere to strict fiduciary ethical guidelines.

Our Guarantee:

  • You will achieve clarity about your money.
  • We will never sell you products.

Click any service below to find out more:

Integrated
Management
Service (IMS)

Lesbian couples benefit from our Integrated Management Service including retirement planning and asset management.

Standalone
Financial
Planning (SFP)

Lesbian POC couple at home looking over their retirement plan.

Focused
Financial
Advice (FFA)

Good financial planning can give women the security they need to enjoy the retirement they deserve.
Download this explainer chart as a PDF file

We make meeting with us easier than ever! Soesbe Financial provides clients with convenient meeting options: In-Person or Video. You can meet securely with us via video from the comfort of your own home, office, or wherever your busy life takes you!

For current service prices, please visit our Transparent Pricing page.

Ready to move forward?
Contact us today to schedule a meeting.