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 engaged/newlywed couples, young families, and 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.
Momentum's innovative “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. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money.
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 show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success. Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.