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Where Your Story Meets
Financial Empowerment
Visualize your financial success with creative strategies and
expert, judgment-free guidance.
Your life & Money, Intertwined
Crafting Financial Plans that Reflect
Your Unique Journey
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Our Process
We believe your financial plan should be built around your life and dreams. Our process begins with a conversation where we take the time to understand your unique goals, dreams, needs, and concerns. From there, we'll guide you through our personalized planning process, always staying informed by your "why" and what matters most to you. We'll walk with you every step of the way, offering support, guidance, and the tools you need to succeed.
1. Initial Consultation
Let's Talk!
We'll start with a complementary consultation to understand your financial concerns, needs, and goals.
2. Life Planning
goals, dreams & money mindset
Let's get straight to the good stuff. Your financial plan is uniquely tailored to your life & dreams. We believe that your "WHY" is foundational to successful financial planning.
3. Financial Analysis
It's All in the Details
A comprehensive review of your financial situation, including income, expenses, assets, investments, and liabilities.
4. Projections
Where are you headed?
Based on where you are today, what does your financial future look like? We'll help you understand the most important actions to take today to accomplish your future goals.
5. Plan Presentation
Recipe for success
We develop a customized financial plan with all the steps to achieve your short-term and long-term goals.
6. Progress Meetings
Implementation & Review
Scheduled reviews ensure that you stay on track to achieve your financial goals and make any necessary adjustments as life inevitably changes.
What Makes Us Different?
We serve a range of clients, from individuals seeking financial freedom, to small business owners, to creatives with equity compensation.
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Serving a Wide Array of Client Segments
Respectful Financial Guidance
Empowerment Through Financial Understanding
Life and Money: A Holistic Approach
Empathetic, Judgment-Free Advice
Customized & Adaptable
Our Services
Financial Planning to Make Dreams Achievable
At Money Illustrated, our goal is to help you build the life you’re dreaming of. We understand that overwhelm, shame, stress, and imposter syndrome can prevent you from moving forward toward financial success. Our approach is designed to tackle these issues head-on, so you feel empowered rather than discouraged.
We begin by listening without judgment. Whether you're dealing with debt, struggling to save, or feeling uncertain about your investment options, we’re here to provide solutions, not criticism. You deserve a plan that works for your life, so we reject a one-size-fits-all approach. We’ll guide you through personalized strategies designed to help you achieve your unique goals, no matter how complex your situation may be.
Empowerment is at the heart of what we do. We break down overwhelming financial concepts into clear, digestible steps so you not only understand the "what" but also the "why" behind each recommendation. Financial success doesn’t require perfection, and we’ll help you see that your goals are not only achievable but within reach. By offering creative, personalized solutions, financial planning can become approachable and even exciting. You’ll leave each conversation feeling more in control, knowing that you have a solid plan and the right tools to move forward.
With Money Illustrated, you’ll gain the confidence to tackle financial challenges and make informed, effective decisions to enrich your life.
