True financial planning is a comprehensive, ongoing approach that starts with helping you define your goals and using that information to develop a customized plan to get you there, tracking your progress along the way.
Momentum Financial Partners are committed to accountability and delivering financial services and expertise to achieve your goals.
Our planning process enables us to view your financial picture holistically and, acting as a fiduciary, we will walk you step-by-step through every decision point giving you confidence in your plan and objectives.
The planning fee includes up to 10 hours of dedicated work with the plan design team. This fee also includes your private and secure personal financial website.