Services provided by Monthie Wealth Advising
Comprehensive Financial Planning is more than managing investments, it is considering your entire financial picture and tailoring a plan to fit your needs and goals. Through questionnaires, discussions, and collaboration, we can gather your financial information, working with you to ensure that you make the most of your resources and protect yourself from uncertainty. We help you determine what you are passionate about and the kind of lifestyle you want, developing a plan to achieve your goals.
As Attorneys, Certified Financial Planner (CFP®) and trusted advisors, we have the depth of knowledge and experience to provide the highest degree of sophisticated planning.
We will…
- Get to know you: through questionnaires, meetings and discussions;
- Determine needs and set goals;
- Create a plan tailored to meet your current situation; and
- Protect your interests by closely monitoring and working with you to make timely adjustments.