At Momentum Financial Team, we believe our guidance can help empower busy, hard-working people to make financial decisions that are supportive of their personal values. This personal and financial alignment aims to lead our clients on the path toward goal achievement and financial confidence.
Our systematic, ongoing financial planning process is hinged on energizing our clients to overcome procrastination and financial uncertainty. Understanding your values and goals, offering personalized advice, ongoing tracking and providing outstanding client service form the foundation of our model. We want clients to feel more confident when making financial decisions and less stress about the future.