A Financial Priority Framework
How to think about debt, savings and investing when all three matter.
Read insightFinancial Consulting
Fanny helps individuals, families and business owners connect cash flow, debt, taxes and longer-term priorities so important choices can be evaluated as part of one financial picture.
When this service may fit
How we work together
01
Start with your question, the context and what you need to decide.
02
Review the numbers, research the questions and involve other professionals where needed.
03
Organize priorities and actions within the scope agreed with you.
Continue with practical guidance
How to think about debt, savings and investing when all three matter.
Read insightSeven questions to answer before signing or financing.
Read insightFree tool
Create a current snapshot of assets, liabilities and progress.
Open free toolCommon questions
No. Fanny can provide education, readiness discussions and decision support within scope, but does not replace advice from a registered investment professional.
Yes, when they affect the same decision. The goal is to understand the connections while keeping records, obligations and professional scopes appropriately separated.
Bring the decision you are considering, the priorities it affects and any relevant figures you already have. You do not need a perfectly organized financial plan to begin.
Consulting and educational support does not replace legal, accounting, investment or other regulated professional advice. When specialist advice is needed, the process can help you organize the facts and prepare better questions for an appropriately qualified professional.
Start with a conversation
A free 15-minute call to discuss your question and see what support fits. No documents needed.