Momentum Financial Planning offers financial planning services, including cash flow analysis, education funding, retirement planning, stock compensation, insurance analysis, estate planning, employee benefits review, tax planning, and risk management. They offer ongoing planning with continuous access to the planner and project-based services with no follow-up advice. Momentum also provides financial literacy courses and educational seminars.
Assets Under ManagementN/A
Clients32
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
momentumfinancialcoaching.com ·facebook.com/buildfinancialmomentum ·instagram.com/momentumfinancialcoach
Fee Structure
Momentum Financial Planning does not provide investment management services or manage client assets. They provide investment advice, but clients are responsible for implementing recommendations.
Loading...