M GUIDANCE

Once we understand your values and goals, M Guidance allows us to work together to build a plan that makes those goals a reality.

How it Works?

1. DEVELOPING YOUR FINANCIAL PICTURE

Working together with you, we analyze your income and expenses alongside your assets and liabilities to create your financial picture. This includes connecting items like your banking, mortgage, and outside information.

2.TRADE-OFF TIME

Once we have an accurate picture of your financial world, we can illustrate the potential impact of today’s financial decisions on your future wealth. We can create scenarios to help you decide what financial decisions will help you reach your dreams. Decisions such as keeping or downsizing home, working longer, when to begin Social Security income, can substantially impact your long-term finances. M Guidance helps us illustrate how financial decisions and spending habits today impact your future plans.