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The first and most important part of financial planning is organizing. Our two-step approach is about genuine conversations and actionable tools.
Learn more about our process here.
Are you a fan of apps and tools to make your life easier? Great! So are we. We use trusted tools such as e-Money to streamline the process and give you the power of organization at your fingertips. With Mosaic, you have access to tools and information to grow your confidence in financial planning–and you’ll enjoy the process along the way.
We start with a conversation to discuss your financial goals. From there, we assess your risk tolerance utilizing a tool called Riskalyze, which helps give a better picture of your comfort level with risk and what kinds of stocks and bonds might be a good fit for you to start. Already have an investment account or are transferring accounts? Riskalyze can determine the risk level of that existing account so you’ll have a better idea of similar accounts you might be interested in for the future.
If you have accounts $100K or below (no minimum!), are just getting started, have rollover accounts from previous employers, are interested in setting up new accounts with periodic contribution plans, and/or setting up IRAs and ROTH IRAs for additional savings outside of employer plans, let’s chat. Learn more about our Investment Management here.
At Mosaic, we tailor a package to meet your current needs. Life is full of changes and your financial planning should be in sync. We provide management and guidance in the following areas:
It all starts with a complimentary 15-minute discovery call.
No pressure. No hard sell.
It’s a simple chat to learn a bit about you and for you to meet Anna. Click on the button below to schedule the first step to financial security – and freedom.
Mosaic Financial Solutions provides younger generations with the education and tools to start planning their financial futures.
