Find Your Fi fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$8,500

“Your FI charges a flat $8,500 fee for the Foundations year.”

Annual fee

$8,500/yr

“A non-refundable set-up fee of $1,000 is due at the conclusion of the first meeting, and is included in the flat annual fee of $8,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Find Your Fi bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Installments of $1,875 are paid quarterly thereafter, in arrears (see schedule below).”
• “Quarterly ongoing fees, in arrears, will be charged during each subsequent year of the engagement.”
• “Find Your FI collects half of the fee in advance with the remainder due at the conclusion of the Seminar.”

How Find Your Fi’s fees compare

• Its flat or project fee of $8,500 is above the Nebraska median of $5,000. 75% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 13 of the 19 other planners in Omaha that publish a flat or project fee charge less.
• Its annual fee of $8,500 is above the Nebraska median of $5,000. 100% of the 4 other Nebraska planners that publish an annual fee charge less.
• 4 of the 4 other planners in Omaha that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Find Your Fi

• Principal: Jennifer Steliga
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322147

Website

findyourfi.net (opens in new tab)

Phone

(402) 509-2272

Can advise clients in 2 states: California, Nebraska

Other planners in Omaha that publish fees

• Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
• Cambridge Advisors IncOmaha$2,500
• Canvas Retirement Planning LLCOmaha$300/hr, $500⁠-⁠$15,000
• Convergence Advisory GroupOmaha$100⁠-⁠$200/mo
• Cornerstone Financial Group,llcOmaha$5,000⁠-⁠$25,000
• CWS Wealth PartnersOmaha$1,000⁠-⁠$5,000

Compare all 46 planners in Omaha