ABOUT MoneyMind®
MoneyMind® helps you understand how you and your loved ones relate to money. The way you think and feel about money affects the financial decisions you make every day. Understanding your biases around spending, saving, and planning is the first step to making clearer, smarter choices that connect your financial life to the life you want to live. Through MoneyMind®, our digital discovery process we help you clearly articulate your intentions, goals, preferences, and priorities.
Uncover your strengths and challenges with finances.
Capture profound insights for discussion with your loved ones.
Analyze spending, saving, and planning tendencies.
THE BIG PICTURE
Once you’ve discovered your MoneyMind®, what’s next? Gaining clarity about your intentions and commitments is the first step to living the life you want. The very next—and most important—step is to implement a plan.
Now that you have a clear understanding of who you are, it’s time to uncover what you want your money to achieve. This process entails creating a comprehensive plan that measures, tracks and updates as your life changes because goals change. Resources change. Markets change. Making sound financial decisions throughout your life journey is fundamental to living a great life.
This may sound a bit overwhelming for you to do on your own. Working with a wealth management advisor gives you the power to navigate life’s ebbs and flows with a personalized roadmap and ongoing support.
It is our job to help identify the trade-offs you are willing to make to achieve the life you want to live. Ongoing conversations you have with your advisor are used to create an individualized financial plan that is aligned with your priorities. Your financial plan is presented as a consolidated, dynamic view of your financial life that is constantly evolving because, life is unpredictable.
Our wealth management advisors believe that success comes when you engage regularly to adapt your plan as life unfolds. Our process helps you make financial decisions with confidence that are always relevant to your current circumstances and expectations. If you are interested in exploring what a greater relationship with Momentum Advisors entails please CLICK HERE to schedule a complimentary consultation. We’d love to speak with you!