Welcome to Modern Money Advisor! Financial Planning
Getting Started with Modern Money Advisor Financial Planning
Congratulations! You are making money moves! I'm looking forward to working with you.
Let's get started! You will receive an email with this information as well but what’s the point of waiting? If you would like to get started now, follow these steps:
1. Sign the Client Agreement
Please click on the link below to sign the Modern Money Advisor Client Agreement. You will be engaged in personal Financial Planning, however, this document covers all services offered by Modern Money Advisor. Please fill in the dollar amount for financial planning and enter $0 for financial coaching. Questions? Simply call me or send me an email.
Click Here: Client Agreement
2. Schedule your first meeting.
Schedule a Virtual Meeting with Modern Money Advisor to get started with your Financial Planning program.
Click Here: Financial Planning Intro Meeting 30 Min
3. Log into the Financial Planning Portal and Link Financial Assets & Liabilities
We will be developing a plan together so you will want to begin to enter information as accurately as possible. If you get stuck, don't worry, we will be walking through this together afterwards. Watch the video below to learn more about the financial planning portal we will be using and then click the link to get started.
Watch this short video to learn more about the financial planning portal we will be using throughout this process.
Questions? The best way to reach me is by emailing me at email@example.com or by calling my direct line at (305) 859-5527.
Again, thank you and I look forward to working with you!
Angela Moore, MSPFP, CFP®, MPAS® CRPC®, CFEI
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Proud Member of the Financial Planning Association
Proud Member of the XY Planning Network
Proud Member of the National Association of Personal Financial Advisors
Babson College Women Innovating Now (WIN) Lab® 2018 Winner
Featured in Brickell Magazine’s 2018 Top 20 Professionals Under 40