Life is a process of beginnings and endings. In both life and nature, there are times when things move slowly and don't seem to change very much. Then, suddenly, things change quickly. Moving from August to September, the weather changes gradually at first, and then it seems that suddenly summer is over.
It is the same in our lives; transitions are as natural as the changing seasons. Life transitions are challenging because they force us to let go of the familiar and face the future with a feeling of vulnerability. Financial matters tend to become more pronounced. Any significant loss makes most people feel fearful and anxious.
It is the same in our lives; transitions are as natural as the changing seasons. Life transitions are challenging because they force us to let go of the familiar and face the future with a feeling of vulnerability. Financial matters tend to become more pronounced. Any significant loss makes most people feel fearful and anxious.
Services
We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their networth, income or investable assets. As Fee-Only advisors, we work solely for our clients. Because no commissions are ever received, all potential conflicts of interest regarding compensation are removed.
Money Professionals Group offers prospective clients a variety of financial planning options, from one-time planning sessions to ongoing investment management and financial advice. Listed below are some of our services and their costs based on an hourly billing rate of $210. Customized engagements are offered for those with unique or complex circumstances.
Financial planning is a multi-step process that provides you with two important things: (1) An in-depth review of your current financial situation, and (2) a blueprint that shows you how to achieve your goals and objectives for the future. At Money Professionals Group, the financial planning process consists of seven distinct steps (see Seven Steps to Success for details on our unique financial planning process).
Please Note: None of these locations are actual offices of Money Professionals Group. These are executive suite locations we use specifically to meet with clients due to the extremely large geographical area we cover. These locations may change as either new locations become available or others become unavailable.
Our 7 Steps to Financial Success is a win-win approach to financial planning for clients and advisors. It spells out step by step our simple-to-understand-and-implement approach to building a brighter financial future. ADVISOR'S RESPONSIBILITIES: Our advisors provide a brief description of our services, philosophies, methodology, and fee structure.
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