I've personally vetted each of these companies and recommend them whole-heartedly.  

For Financial Planning and Investment Management: STASH WEALTH

• Stash Wealth offers fee-only financial planning that helps you prioritize living a full life now and reaching your financial goals.  
• Priya, Stash Wealth's founder led an investing workshop in the Money Club that's a must-watch. Check it out here. 
• Book your free fit check here call to see if a Stash Plan is right for you. Make sure to say you came from The Money Club!

For Comprehensive Estate Planning: STEWARD

• SPECIAL DISCOUNT: $500 with the code FISCALFEMME
• Steward's mission is to make estate planning accessible by offering comprehensive estate planning (with unlimited attorney time) for a flat fee
• Matt from Steward led an estate planning workshop in the Money Club that walked us through how to think about some of our most important estate planning decisions . Check it out here. 
• Learn more and sign up here (use FISCALFEMME for $500 discount). 

For Term Life Insurance: POLICY GENIUS

• Policy Genius is an independent insurance marketplace that allows you to compare insurance coverages and prices so you get the best deal 
• I've been a longtime fan of their process and alignment with customers
• Get your quotes here