Up & Comers

I’m Ready to Build My Financial Future

Travel the world. Give your kids a great future. Buy that dream home. Retire early. Stop stressing about money. Feel confident about your financial future. You know what you want – the question is how do you plan to get there?

Knowing Which Way to Go

Finding the path isn’t the problem. It’s knowing which course is the right one for you. Everyone has advice on what you should do with your money – but how do you know if they have your best interest in mind?

Trustworthy Advisors to Guide You to Your Personal Goals

Momentum’s approach combines client-focused financial planning with the latest technology to simplify decisions and put you in control of your future. We’ve helped over hundreds of families across the U.S., and we would love to help you too.

Your Goals.

Our Guidance.

We think the best-laid plans are the ones you help build.

Our process puts you in a position to turn your financial dreams
into concrete plans and your future reality.

Build Your Financial Life Mind Map

We work with you to create a visual map of where you are today, where you want to be in the future, and how we can help you reach your goals.

Discover the Future

You envision a very specific future based on your family’s needs and goals. We want to learn more about that. What obstacles do you foresee? What questions do you have? We’ll address them all and help you set achievable goals.

Collaborate on a Plan

We will create a specific plan full of actionable steps and specific details to accomplish your goals. We’ll include timelines, prioritize specific tasks, and mark milestones to keep you on track.

Implement Proven Strategies

It’s time to put the plan to work. We’ll be there every step of the way to help you stay on track through retirement and beyond.

The Future Begins Now Are You Ready?

younger investor

What’s the cost of waiting? Use this calculator to find out.

*This calculator is for illustrative purposes only and is solely derived from user inputs using the following assumptions: Monthly compounding, no taxes, no inflation. It should not be construed to imply any specific rate of return on any investment, as investments are not guaranteed and may decline in value. Past performance is not indicative of future returns.

Start Now


If you start saving $ a month right now with a return rate of %, you’ll have $613,543 saved in years.

Wait 2 Years


If you wait 2 years to start, you’ll have lost out on $4,910.

Wait 10 Years


That also means that if you wait until 10 years from now to start saving, you’ll miss out on an extra $24,305 in your retirement savings.



No matter what your goals are and how unprepared you feel to begin your journey towards financial freedom, wise money management, and building retirement savings, Momentum is here to help.


Contact us right now to start planning your future.


Let’s Get Started