Planning Services
MFP focuses on what matters most to you. Great financial plans are animated by who you are, what you aspire to, and what scares you. You’re more than your financial statements.
You deserve someone who puts you before your money.
Financial Literacy & Education
Most people interact with money on a daily basis. But that doesn't mean everyone knows how to handle it efficiently or effectively. Let's build your financial knowledge so you can make your money work for you.
Budgeting & Cash Flow Analysis
Budgeting can be difficult for anyone. Is there a way to make it easier for you? Let's figure out how to make your budget work for your current lifestyle and the vision you have for your future self.
Debt
Management
In the face of increasing costs of goods, tons of student loans, and low wages relative to inflation, debt can be a problem for anyone. Let's figure out how to climb this mountain so that you can move forward without anxiety.
Portfolio Management
Your investment portfolio should support the vision you have for your current and future self. Investing works best when it serves your financial purpose. Let's figure out how to make your portfolio work for you.
Tax
Planning
Taxes are an inevitability. That doesn't mean you should pay more than necessary. Most people focus on lowering their yearly tax bill. Let's figure out which legitimate strategies you should implement with your accountant or tax advisor so you can lower your lifetime tax liability.
Financial
Independence
More people today want to control how, when, and where they live, work, and play. The notion of retirement may not fit for you and that's great. Let's figure out how to get to the number you need to do what you want on your own terms.
Education
Strategies
The cost of higher education has famously increased greater than the average cost of goods. Let's figure out how to help your kids continue their education without a mountain of debt.
High Income
Earners
As your income increases, you may need advanced financial strategies to help manage your tax liability and growing net worth. Let's make the most of you're hard earned income and the wealth you've worked so hard to save.
Retirement
Income
What money should you spend first in retirement? Surprised that's even a question? Asset distribution stratgies are paramount to retirement success. Let's figure out which strategy will allow you to live your dream retirement.
Risk
Management
Which risks should you transfer to an insurance company and which risks can manage yourself? Let's make sure that unforeseen events or health issues don't ruin the plans you have for yourself and your family.
Life
Insurance
Nobody wants to think about their own passing, but your family will be thankful you did. Let's make sure your loved ones are taken care of if something happens to you prematurely.
Estate
Strategies
MFP will collaborate with your estate attorney or refer you to one we trust. Let's protect your money so that it passes to whom you choose, not where the government dictates.
Social Security
Strategies
The age you begin taking Social Security benefits affects the amount you receive. Spousal benefits can also create some positive planning opportunities. Let's figure out what timing is right for you and your spouse.
Charitable Giving & Legacy Planning
How do you want to make an impact on your community? What kind of a legacy do you want to leave behind? Let's figure out how to maximize your impact while affording the lifestyle you want now and in the future.
Extended Care
Funding
Humans are living longer than ever before due to modern medicine. This longevity has created a need to fund chronic illnesses and long-term care. Increasingly, seniors wish to receive their care at home. Let's make sure you receive the care you want for yourself and your family.