Monthly Personal Advisory Service (MPAS)

Do you need the help of a financial planner, but think they only cater to wealthy people? Do you need help with things like managing debt, creating a budget or picking funds within your retirement plan?

We created MPAS to help clients like you. You pay a low flat monthly fee and we set you up with your own web portal where we assist you in addressing your financial concerns.

Our secure system allows you to link all of your accounts – bank/credit union, investment (IRA, 401k, 403b), debt (credit cards, mortgage, car loan, student loans) and insurance policies – so that you can have a comprehensive picture of your financial situation. The system even allows you to store scanned copies of your important documents (wills, powers of attorney, passports, family photos, etc.).

You can even set up an app on your phone with full access to the data. From there we can work together to tackle your biggest financial challenges.

We created MPAS to help clients like you.

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