Moneyweave

Scope & Process Weaving Together Finances, Goals, and Values Moneyweave™ is an independent financial planning firm serving individuals, business owners, executives and especially women. We are committed to providing objective, trusted advice and developing a holistic financial plan for the future. We weave together client finances, family, and values into a comprehensive financial plan so that you have greater confidence, clarity and control. Through a diligent six-step process, we address a wide scope of individual needs and aim to create a transparent plan that helps you feel confident in your financial future through all stages of life. Throughout the process, we work with you to identify, strategize, and implement a comprehensive financial plan. The six steps are noted below. For frequent updates and disclosure, we provide six-month reviews, year-end reviews, and tracking checkpoints in addition to an annual planning meeting. By meeting regularly, we can better identify any life or goal changes, determine new opportunities, and make adjustments to the plan as necessary. Why do we so firmly believe in comprehensive financial planning? After decades in the financial services industry and academia, we strongly believe that “a prescription without a diagnosis is malpractice.” That is, pushing financial products (the “prescription”) without extensive comprehensive analysis (the “diagnosis”) can be very damaging to the client (“patient”). Our financial lives are deeply integrated with our personal values, the people we hold dear and the goals that matter most to us. Taking a holistic approach to financial planning weaves these together so that money works harder and we are more intentional about its applications. With a passion for planning, we perform diagnostics on six different areas of your financial health through a six-step process. Throughout each step, we educate clients on both analysis findings and alternatives to help you make informed and confident in financial decisions.

Address: 701 Fourth Avenue South Suite 1500 Minneapolis, MN 55415 USA

Phone: +1 612 347 8600
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