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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


 Our most comprehensive financial planning package for working professionals focused on wealth accumulation and debt elimination.

Our most comprehensive financial planning package for working professionals focused on wealth accumulation and debt elimination.

 For those approaching retirement. Prep for the retirement transition, review workplace benefits & implement an income strategy.

For those approaching retirement. Prep for the retirement transition, review workplace benefits & implement an income strategy.

 Build a strong financial foundation, start saving and create a strategy to tackle student loan debt. Exclusive package for current students & recent grads.

Build a strong financial foundation, start saving and create a strategy to tackle student loan debt. Exclusive package for current students & recent grads.

 Gather your friends, coworkers, staff, group or family together and do the 90-day group financial challenge.

Gather your friends, coworkers, staff, group or family together and do the 90-day group financial challenge.


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. 

Comparison Chart


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The Process: 

1.

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Establishing and defining the client-planner relationship

2.

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Gathering your financial data and goals

3.

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Analyzing and evaluating your current financial status

4.

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Developing & presenting recommendations and/or alternatives

5.

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Implementing the recommendations

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Monitoring the recommendations