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Scope & Process

Weaving Together Finances, Goals, and Values

Moneyweave™ is an independent financial planning firm serving individuals, business owners, executives and especially women. We are committed to providing objective, trusted advice and developing a holistic financial plan for the future. We weave together client finances, family, and values into a comprehensive financial plan so that you have greater confidence, clarity and control.

Through a diligent six-step process, we address a wide scope of individual needs and aim to create a transparent plan that helps you feel confident in your financial future through all stages of life. Throughout the process, we work with you to identify, strategize, and implement a comprehensive financial plan. The six steps are noted below.

For frequent updates and disclosure, we provide six-month reviews, year-end reviews, and tracking checkpoints in addition to an annual planning meeting. By meeting regularly, we can better identify any life or goal changes, determine new opportunities, and make adjustments to the plan as necessary.

Focused on a comprehensive approach to personal finance, we evaluate a broad range of financial needs and concerns incorporated in the six key areas of financial planning as noted below.  The six areas of financial planning include assessing/addressing your current financial position; risk management and protection planning; investing with purpose; analyzing the impact of current and future taxes; planning for a secure retirement and creating a legacy that endures.

After decades of study and practice, we have found that applying the six-step process and six areas of financial planning yields significant client benefits. These include, but are not limited to: better understanding of what is required to reach goals, protect assets and the pros/cons of alternative strategies.  As a result, you are better able to understand your options and make more informed choices while pursuing the goals that are important to you.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.