Your Money. Your Values. Your Life.
MFP helps young professionals & families clarify their short- and long-term goals, save & invest intentionally, and perform forward-looking tax planning so you can live your ideal lifestyle with decreased financial anxiety.
The Dirty Secret
About Money
Money is emotional and
emotions drive behaviors .
That's why MFP focuses on people before
dollars and cents. Without YOU, money
doesn't mean a thing!
Young Professionals
Being young is difficult. There's so much you want to do...how can you afford it all?? Let's figure it out together!
Families
Family life is stressful.
Money doesn't have to be. Let's build a plan for your family to thrive!
Solopreneurs
You started your own business. Love that for you!
Let's build a plan for both
you and your business!
New Investors
Investing can be intimidating and scary. Let's figure out how to grow your money in a way that works for you!
XY Planning Network
XY Planning Network is the nation’s leading network for independent, fee-only financial planners. Founded to change the financial planning industry for the better, XYPN empowers advisors to serve their clients, rather than sell products.
Fee-Only
Network
Members of Fee Only Network are verified Fee-Only Fiduciary advisors that are exclusively compensated by clients, ensuring that recommendations are entirely objective and always in your best interest.
FPA®
FPA® is the leading membership organization of financial planners. FPA represents thousands of financial planners who are committed to high standards of professional competence, ethical conduct, and clear & complete disclosure when serving clients.
NAPFA
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.