Modern Money Financial Planning
Our approach to financial planning is all about taking the time to get to know each and every one of our clients. Our personalized approach prioritizes client’s financial objectives, lifestyle, values and goals.
Financial Planning Packages
Modern Money Advisor believes there is no substitute for holistic guidance, straightforward communication and hand-holding. Our process is simple, effective and focused on changing lives.
Establishing and defining the client-planner relationship
Gathering your financial data and goals
Analyzing and evaluating your current financial status
Developing & presenting recommendations and/or alternatives
Implementing the recommendations
Monitoring the recommendations