FAQs
Are you taking on clients?
Yes! We are actively taking on clients and do not have a waiting list at this time. We will update this notice if that changes.
How do you prefer we refer?
If the prospect is open to it, I’d love if you could send an introduction email with both us and the prospect attached. The best email for this is:
lindsey@stripperfinancialplanning.com
The prospect CAN call me directly at the following number but I don’t pick up unknown numbers.
402-570-9471
The prospect can also just schedule a free consultation call using the following link:
https://calendly.com/stripperfinancialplanning/60-minute-meeting?month=2022-02
WHAT’s YOUR TEAM LIKE?
The firm is still in startup mode and almost everything is done by our sole-advisor & founder Lindsey Swanson.
Occasionally we subcontract with a virtual para-planner, virtual marketing/graphic designers.
What experience do you have?
Lindsey started in finance almost a decade ago and worked her way up in multiple companies going from client service, investment analysis, para-planning, and lead advising before starting her firm in August of 2020.
What credentials do you have?
Lindsey got her bachelor’s degree with a concentration in financial planning from The University of Alabama. This program included the CFP education. She passed the CFP in 2019. She also has an AAMS designation and previously passed the Series 65.
How do you charge?
We are a fee-only & advice-only firm. We charge a flat monthly subscription fee of $350/month to all clients. We typically increase our fees by 3% annually. We set up an auto pay option for all clients using Stripe. We give advice on investments but do not manage investments or charge off of AUM.
Do you have account or income minimums?
We do not have any account or income minimums. Everyone is charged $350/month.
Do you have any requirements for clients?
We have three general requirements:
You live in the United States
You are legally operating according to your local laws
You are accurately reporting your income
MAKE IT EASY FOR ME
Steal this email template:
_________
Hi <PROSPECT> & Lindsey,
<PROSPECT>, here is the introduction email I promised to send over.
Lindsey is a CFP® and her firm focuses on serving sex workers. Based on what you’ve shared, I think Lindsey’s firm could be a good fit for what you’re looking for with an advisor.
I hope it’s a fruitful connection!
__________
DO I get a free t-shirt for being the best?
Yes, you special-star you do! If your referral becomes a client we’ll send you a promo code for a free t-shirt. Oooh ahhh!
How are you registered?
Stripper Financial Planning is registered as an investment advisor in the state of California but can work virtually with anyone in the United States. We are not registered in other states, but rely on the de minimum rule that allows us to work with up to 5 clients in other states without registering with that state. We will pursue registration with other states if we hit those limits, but we do not plan to register with the SEC.
Do you only work with sex workers?
We only work with sex workers — with a few exceptions.
We’ll work with the partner(s) of the sex worker who are often in vanilla jobs.
We’ll work with previous sex workers.
We’ll occasionally work with non-sex workers that have similar situations (i.e. influencers, models, trophy spouses, etc.)
What aspects of planning do you cover?
We cover all the planning topics laid out the Certified Financial Planner Board’s definition of comprehensive planning. Because our clients are mostly self-employed we also assist with calculating estimated taxes and filing taxes. Our monthly fee includes a membership to YNAB and help filing your taxes (if they use Turbo Tax etc.) If clients want to work with a tax professional, we provide single tax payer filing for an additional $270 or joint tax payer filing for an additional $370.