An investment in a dedicated financial partner.

Our full-service model helps our clients:

  • Feel more educated in their money decisions

  • Have more time to focus on what matters most

  • Have peace of mind they are using money as a tool

Memento +

Minimum Fee: $1,500 per quarter

Maximum Fee: $3,000 per quarter

  • Range based on 1% of assets under management

  • (using 12/1 prior year value)

  • Designed for ongoing advice and proactive planning

Cash Flow Planning

Tax planning

Equity comp analysis

Investment strategy implementation

Financial independence planning

Work-optional strategy

Education savings

Debt payoff

Insurance analysis

Employee benefits review

Estate planning

MWB Service Calendar
MWB Ongoing Services

Free Consultation

  1. Answer some preliminary questions and schedule a free consultation.

  2. We will learn more about you, answer any questions you may have, and see if Memento FP is the right fit for you.

  3. Complete a free strategy session to evaluate the value of our services.