At Moneyfluent, we deliver a financial planning experience that empowers you to make savvy financial decisions.
Our planning process is 12 weeks, start to finish. Through a series of guided meetings with an experienced advisor, you’ll receive personalized advice, money management instruction, and financial wellness education. To ensure that your financial plan gets launched, we’ll cruise through a strategic action plan together and teach you the skills to handle your dollars with confidence. We specialize in working with couples combining finances, 1st/2nd generation Americans, and young professionals.
Moneyfluent is a purpose-driven business, powered by years of hands-on experience helping clients of all ages and net worths to understand, strategize, and improve their financial situation. Through short-term engagements and free "office hour" planning services for people of color, we advocate for equitable and inclusive access to financial advice.