Fractional Financial Behavior Officer
Helping Financial Planning Firms go Beyond the plan™ to understand how their clients think, feel, and do money.
What is a Fractional Financial Behavior Officer
A Fractional Financial Behavior Officer (FBO), is your firm’s dedicated guide and thinking partner in the area of financial psychology, financial therapy, client relationships and engagement. We help your firm take a human-first approach to financial planning that not only improves your client’s wellbeing, but also the people who serve your clients.
Like other areas of your business, you may not need a full-time person to serve in this role. Bringing on a fractional FBO allows you the best of both worlds; a subject matter expert on a fractional basis.
It’s a win-win for all.
How it Works
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Step 1: Schedule A Call
Book your introductory call where we talk about fit, goals, process, and packages.
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Step 2: Pick Your Package
Choose between 3 different service options.
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Step 3: Implementation
It’s go time! Let’s start changing lives!
Choose your package
ConsuLt
$600 per month
Includes email support and monthly resources designed to increase your knowledge and expertise.
1 hr monthly Case Consultation
1 hr monthly Strategy Session
Guide
$1,000 per month
Includes email and phone support and monthly resources designed to increase your knowledge and expertise.
1 hr monthly Case Consultation
18 client meetings (facilitation or co-facilitation) per year
4 Financial Coaching meetings per year
Partner
$1,600 per month
Includes email and phone support and monthly resources designed to increase your knowledge and expertise.
1 hr monthly Case Consultation
6 Strategy Sessions per year
30 client meetings (facilitation or co-facilitation) per year
8 Financial Coaching meetings per year