Momentum Financial Planning LLC
Momentum Financial Planning LLC is an advice-only Registered Investment Advisor (RIA). Momentum provides personalized 1/1 financial planning and coaching on an advice-only flat-fee basis to early career professionals to make sure they get started on the right financial track and build the momentum needed to start a solid financial life with flexibility and to achieve life goals.
Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will teach you how to navigate the personal financial world. In addition, Momentum's "Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married (or not).
New grads and early career professionals are very underserved by the financial planning and wealth management industry and Momentum aims to change that. By offering transparent fee-only pricing at affordable levels, Momentum focuses on people like you and me.