Your financial needs and goals deserve a team that actively listens and suggests ideas that work for your life.
Wellness is a simple idea. But it can mean very different things to each one of us. Most people would agree that confidence and clarity is a crucial part of financial wellness. We believe true financial wellness combines wealth and health beyond the typical perspectives of money and finance or health and wellbeing. They also apply to relationships, career, family, community, and personal fulfillment.
Meta Money Method
1Discover & Define
We look at what will drive your choices and the values that underpin your decision making.
2Advise & Implement Plan
We define what is important, and implement a strategy to help give you clarity and peace of mind.
3Monitor & Communicate Progress
We adapt the plan according to the foundation we built together and adjust when needed.
