Financial Planning

You have goals and dreams. Our team is here to help you reach them. We work individuals, families, and businesses to plot a course for success.

Enjoy your money well before retirement with short-term goal planning

Want a new house? Need more savings? Dreaming of a European vacation? With short-term goal planning, the only tears you’ll shed will be from sheer joy.


Create and track your short-term goals through our client dashboard. We’ll know immediately if you get off track and can help guide you back in the right direction.

Looking for help with will and trust creation? We've got you covered.

We’ve partnered with Trust&Will to make sure our clients have access to solid tools for creating and updating wills and trusts.

*Trust&Will is an independent and unaffiliated online service that assists clients with the creation of estate planning documents. For more information, visit

trust and will and momentum wealth logos

Your current (and future) financial life in one place. Finally.

Your client dashboard puts you in the driver’s seat of your financial journey. See account balances, link outside accounts, track retirement goals, view statements and performance data, and so much more – all at the tips of your fingers. Like to check your stuff on the go? No problem. You’ll love our mobile app.

Planning for Income

How much of my current income should I expect to need in retirement?

Social Security Analysis

When should I take social security?

Medicare Decisions

How do I know which Medicare option is right for me?

Education Funding

What’s the best way to save for my child’s future education?

Major Purchase

How can I start the process of saving a down payment for a future home?

Debt Reduction Strategies

How can I get out of debt quicker and pay less interest?