FINANCIAL PLANNING IS ABOUT MORE THAN DOLLARS AND CENTS
How it works
Maybe you're a seasoned financial planning veteran. Or maybe you know you should be doing more with your money and just have no idea what's next.
In either case, our process is designed to be simple, honest, and collaborative.
You set the course, and we'll help you get there.
WE ASSURE YOU,
IT'S NOT AS SCARY AS IT SEEMS
First things first. We want to understand your situation. You're the expert when it comes to your life. Our job is simply to lead you in the right direction.
Knowing what matters to you and how you feel and think about money is key to your financial success. Together, we'll talk about where you are, where you want to go, and how to get there in the simplest and most effective way possible.
Maybe you want to pay down debt, build a nest egg, save for retirement or all of the above. Whatever you want to accomplish, we'll help you prioritize your financial life, track your goals and progress, provide you with an action plan and make sure you have ongoing guidance and feedback so you'll always know where you stand.
Where life meets wealth
Whether you enjoy watching ticker tape cross your screen or prefer delegating the financial details, you can pick the program that fits best with your life.
Choose Your Program
If you have a desire to learn or you like to “Do It Yourself”, you’ll love the numerous financial tools and information available 24/7 through Mahara Wealth Partners. Signing up for the MWP LEARN program gives you access to our WealthVision dashboard where you will have the ability to gather all of your financial data in one place, accessible from everywhere, and updated in real-time. And best of all, it’s free.
Whether you have a large nest egg or are just getting started, we have a low-cost investment solution for you. Providing global diversification, customized portfolio design, and disciplined rebalancing, our investment platform combines cutting edge technology with a human advisor to help guide the way. We are happy to review your current portfolio or discuss how to get started in saving for the future.
MWP CONSULT gives you access to one of our CERTIFIED FINANCIAL PLANNER™ professionals. First, we’ll pick two of your most pressing financial concerns. Next, we will work with you to prioritize your goals. Then, we will develop a specific action plan to help tackle them. We’ll be here after your plan is developed to ensure you are moving forward and help with additional questions that may come up.
With MWP PLAN, you get unlimited access to our CERTIFIED FINANCIAL PLANNER™ professionals who will guide you through every aspect of your finances. Looking at the big picture can be scary, but that’s where we excel. We will help you to figure out where you stand and work with you to develop the confidence to move to the next level. We will become your “Personal CFO”, helping with any money decisions and continuing by your side as you put your plan into action.
Cash Flow Management
Whether your goal is to build up your savings or pay down your debt, we can develop creative strategies to get you to the next level.
Do you know what happens to your wealth when you die? Building an effective plan today will help ensure that the right people and organizations can steward your wealth.
Uncle Sam always gets paid. But knowing the tax benefits he's provided for different savings and investment situations can help you get ahead.
Our world is filled with creative investments as well as neighbors and friends with opinions on trends and tips. We can help you make sense of the investment universe and make more informed decisions.
We define retirement as “doing what you love to do without having to get paid to get paid.” Once we get an idea of what your retirement looks like, we go to work to help pursue it, together.
It's fun to dream about winning the Powerball, but it's much more likely that something will greatly harm our wealth rather than instantly expand it. Being prepared for the unthinkable is an important part of the planning process.