Financial Management

  • Get Financially Prepared
  • Money Habitudes – A Habitude combines habits and attitudes, reflecting ingrained thoughts, feelings, and behaviors that influence decisions and actions – regarding money, in this case. Six Money Habitudes will be explored, which can help individuals, couples, or families build self-awareness and understanding about their financial perspectives. Contact Monica to schedule a private appointment or group presentation.
  • A Financial Checkup
  • Begin the Estate Planning Process
  • When Your Income Drops