You've Got Your Whole Life Ahead of You. Decide today to make it what you want it to be.
"once we had our foundation set, we felt confident in our future."
Building a financial plan can feel paralyzing. Many people chose to put it off and "budget better." But this time of life is invaluable to set the trajectory of your future.
When you're getting started there are common questions that keep you up at night:
- What and where should I be investing?
- How much do I need to be saving? Can I even afford it?
- What is the right start for ME and MY goals?
What you need is the right plan
Professional Financial Planning
(4) In-person planning meetings
Full Budget Review
Access to Client Portal
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20% Off All Future Workshops
This is Not traditional financial planning.
the industry is broken.
Here's the problem, friends: financial planning today is designed to serve the most wealthy. Many top firms only serve clients with a large amount of "assets under management." Meaning, unless you have money, you sacrifice quality of specialized planning.
More Than Money is tired of every day people being told they can't access professional planning and have a plan to reach their dreams. Chris has a passion to see everyone life their most fulfilled lives.