A combination of income tax planning, retirement planning, estate planning, investment asset allocation planning and education, risk management planning and more.
 

WELCOME TO

MODERN MONEY ADVISOR®

Financial Education for the Workplace.

Financial Planning to help you navigate your best life.

Financial Coaching to get you on the right track.

 

 
 

No Asset or Income Minimums

Simple Monthly Subscription Fee

One on One Guidance from a CERTIFIED FINANCIAL PLANNER™ professional

Fee-Only & Fiduciary: Client's Interests Come First

Financial Education

 
 
 
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We are CERTIFIED FINANCIAL PLANNER™ Professionals

Only approximately 20% of financial advisors in the U.S. have the CFP® designation and of that, only 23% are women.

When you factor in age and diversity, we represent less than half of 1%.

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Financial planning and education for professionals focused on savings accumulation and debt elimination.

 

We specialize in the unique needs of Millennials, Generation Y and Z professionals.

 

Work with a CFP® professional to hold you accountable and mentor you along the way.

 
 

Increase your chances of meeting your financial goals.

Challenging everyone to incorporate financial responsibility into their daily lifestyles and choices. 

 

 

Financial Planning Packages

Coaching

 
 
 
 

Increase your chances of meeting your financial goals.

Create an easy-to-follow customized game plan and strategy that lays out the steps you need to take.

 
 

One-On-One Financial Planning

Bootcamp & Financial Coaching

Seminars & Workshops

Financial Literacy Resources

Speaking Engagements

 
 
 

Promoting Financial Freedom = The freedom to do what you love, live the life you want to live... free from financial burden and stress.

 


LET'S SEE WHERE YOU STAND WITH RETIREMENT

Try our Retirement Quick Check

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What is Financial Planning?

 

Creating order out of chaos

Process of creating wealth, reducing debt and creating a strategy to meet financial goals

The development and implementation of a plan to achieve overall financial objectives