All-inclusive planning and wealth management.
Proactive advice tailored to your lifestyle, including taxes, investments, and work-optional strategy—with no hidden fees.
Typical Memento FP Client Profile
-
Memento FP clients want to be educated on their finances but want to delegate implementation as best as possible to free up their time.
-
Memento FP clients understand the value of having a long-term partnership with a financial expert to help them make decisions.
-
At least one partner receives a form of equity compensation.
-
Our average client profile has:
$300,000+ household income
$500,000+ investable assets
Let’s Do More With Your Money
Money is just a tool. At Memento FP, our mission is to help you remember what’s important and maximize your resources to build toward financial flexibility while accomplishing your various goals on the path to independence.
Why Memento FP?
Memento means “to remember”. Remember that your time is finite and that money is just a tool. Our mission is to help you maximize your money and remember what’s truly important. That way, we can help you align your money and values to live a more fulfilling life.
Your Dedicated Financial Partner
-
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
-
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.
-
Proactive tax planning strategies for long-term tax diversification and efficiency.
-
Rules-based strategies for capturing market returns and being tax efficient on the path to financial independence.
Free Consultation
Answer some preliminary questions and schedule a free consultation.
We will learn more about you, answer any questions you may have, and see if Memento FP is the right fit for you.
Complete a free strategy session to evaluate the value of our services.
