Planning and wealth management for millennial couples.
Advice including investments, tax planning, and work-optional strategy—with transparent pricing.
You’re age 35+
You have $500k+ in investments and a household income of $300k+.
But you have questions…
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How do I make sure I’m on track to a work-optional lifestyle?
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How can I reduce my lifetime taxes and ensure I’m making the most of my money?
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Are my investments suitable for my long-term goals?
Typical Memento FP Client Profile
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Memento FP clients want to be educated on their finances but want to delegate implementation as best as possible to free up their time.
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Memento FP clients understand the value of having a long-term partnership with a financial expert to help them make decisions.
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At least one partner receives a form of equity compensation.
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Our average client profile has:
$300,000+ household income
$500,000+ investable assets
Meet Your Dedicated Financial Planner
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Stay on track with Quarterly Progress Meetings:
Q1 for cash flow review and automating planned savings
Q2 for tax return review and current year tax planning
Q3 for insurance review and employee benefits elections
Q4 for year-end tax planning decisions and investment review
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Beyond Wealth Accumulation:
Financial Planning that helps you achieve a more fulfilling life by enabling you to use your money in ways that matter most to you.
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Proactive tax planning strategies for long-term tax diversification and efficiency.
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Rules-based strategies for capturing market returns and being tax efficient on the path to financial independence.
Interested in working together?
Get started in three easy steps.
Step #1—Answer some preliminary questions and schedule a free consultation.
Step #2—We will learn more about you, answer any questions you may have, and see if Memento FP is the right fit for you.
Step #3—Complete a free strategy session to evaluate the value of our services and think about it before deciding if you’d like to partner with our firm.
Let’s Do More With Your Money
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