2225 East Bayshore Road, #200
Palo Alto , CA 94303
Phone: (650) 687-7089
Mobile: (650) 687-7089
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Investment Management, Financial Planning, International planning & Advice
About Ariadne Horstman
Ariadne founded Appreciate Finance in 2015 to help individuals and families realize their personal financial goals and dreams through comprehensive financial planning and investment management. As a Certified Financial Planner™ who has been practicing since 2008, Ariadne specializes in working with individuals & their families of all ages as well as cross-border complexities that come with international situations. She is a Registered Life Planner® as well. Married with 2 children, she enjoys hiking, meditation, yoga, and horseback riding. Travel is a passion and she is fluent in French. Ariadne has lived extensively in Europe and India, allowing her a world view that encompasses a number of different experiences.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of a changing financial climate and will make recommendations in your best interest. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, a CFP® can provide you with the planning options you need.
How do we charge for wealth management? At Appreciate Personal Finance, we offer several models of pricing for services to choose from: Ongoing Financial Planning Fees billed monthly or quarterly, One Time Comprehensive Financial Plan and/or Assets Under Management charge for Investment Portfolios.
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