Financial Planning

Welcome to the Modern Money Advisor Main Client Portal Visit our main website for information about our services including Financial Planning

Other Services

Online Financial Literacy Courses & Resources

Learn financial basics and tips from a financial professional in the business of financial planning in a simple and relatable format.

Seminars, Workshops & Workplace Education

Workshops for your employees covering topics such as Be Your Own CFO, Using Your Employer Benefits to Create a Strong Financial Foundation, Retirement Planning Now: The Earlier the Better and The ABCs of Investing

Speaking Engagements

Inspirational messages for groups and organizations to motivate financial change, hope, activism and empowerment.

Ready for Change

Our CERTIFIED FINANCIAL PLANNER™ Professionals work with you one on one to help effect change in your financial life, help you create a plan of action and help you implement the recommendations along the way.

Financial Foundations

We have made it our mission to help people of all walks of life build a strong financial foundation, one focused on aggressively eliminating debt and accumulating wealth.


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