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 for Individuals
Financial Planning Packages for Couples
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 Include*
For those that want to do full financial planning but don’t need as much hand holding or help with implementing the plan. We help you with a comprehensive and holistic financial strategy and you take it from there.
Budget: Income & Expenses
Virtual Meetings or Face to Face
60-Day Ongoing Guidance & Implementation
Building a Strong Financial Foundation
Employer Benefits Review
Financial Planning Portal
Investment Analysis & Strategy
Estate Planning Analysis: Wills, Titling & Trusts
Retirement Income & Cash Flow Planning
Social Security Review & Optimization
Education on Investments
Document Vault for Wills & Important Documents
Goals-Based Milestones Strategy
Debt Elimination Analysis & Strategy
Student Loan Repayment Strategy
Wealth Accumulation Strategy & Savings Hacks