Financial Planning for Millennials & Gen Z in Salt Lake City

Your life & Money, Intertwined

Crafting Financial Plans that Reflect
Your Unique Journey

Money Illustrated: Financial planning for millennials & Gen Z in Salt Lake City. We believe everyone deserves financial confidence and peace of mind. Through a creative and compassionate approach, we help you navigate your financial landscape, guiding you toward the life and wealth you've envisioned.

About Us

money

illustrated

money

Turn your life vision into reality
with flat-fee financial planning.

Schedule a Consultation

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 and achieve financial freedom.

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?

In serving a range of historically underserved Utah-based clients, we focus on transparent, fee-only financial planning, we’re here to help Salt Lake City's young professionals make informed decisions that set them up for long-term success. Whether you're looking for a long-term financial partner or you need advice by the hour, we want to help.

FAQs

Our Services

Financial Life Planning

Tax Planning

Debt Analysis

Investments

Small Business, Self-Employment & Side Hustles

Risk Management

Helping Utah Residents Achieve Financial Goals

At Money Illustrated, we’re dedicated to helping Millennials and Gen Z professionals in Salt Lake City and across Utah turn financial dreams into reality. We start by truly listening—without judgment—to understand your unique situation. Whether you’re launching your career, exploring equity compensation, saving for your first home, managing student loans, or figuring out the best investment strategy for yourself, we’re here to provide clear, actionable solutions.

Your financial path is one of a kind, and we believe your plan should reflect that. That’s why we design strategies tailored specifically to your goals, lifestyle, and priorities, no matter how complex they might feel.

Our mission is to empower you with knowledge and confidence. We break down financial concepts into clear, simple steps so you can understand both the "what" and the "why" behind every choice. Success doesn’t mean perfection—it’s about making informed decisions that help you move closer to the life you envision.

With personalized, approachable solutions, financial planning becomes less intimidating and even exciting. At Money Illustrated, you’ll gain the tools, confidence, and clarity to take control of your finances and make meaningful progress.

Ready to get started? Schedule your free consultation today to start crafting your plan.

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