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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.


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

6.

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Monitoring the recommendations

 

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. 

 

Financial Planning Packages


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Comparison Chart


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