Why We Do What We Do

From Anna, Our Founder:

I hope you like a good French Roast, because Mosaic was born over coffee! Over countless coffee shop conversations with friends and family, I realized many young people were struggling with managing their money and overwhelmed with how to get started. I knew immediately that I wanted to help: finances don’t have to be scary or overwhelming.

Why We Do What We Do
Financial Future - Why We Do What We Do
The vision for Mosaic began to take shape: a safe space for people to talk about money. It would be a place for conversations, an opportunity to talk about taboo or confusing financial issues. It would be, ultimately, a guide to help the younger generation get a handle on their money, begin thinking about what kind of future they wanted to use those finances for, and take action.

Today, Mosaic is the accessible financial planning resource we dreamed of over cappuccinos. Whether it’s buying a home, a bucket-list trip to Spain, securing retirement, paying off school loans, changing careers, or starting a business, our goal is to give you confidence and peace of mind for the financial future you want.

Financial Future - Why We Do What We Do
Financial Future - Why We Do What We Do

We believe that financial planning is for everybody, no matter your age or income, because everybody deserves financial security and joy in their future. The first step to financial security is education, because education helps you make better decisions about how you want to spend and invest your money. And everybody’s dreams will be different, so we’re here to help you organize your finances in a way that’s right for you.

A big part of future financial security is the action you take today.

Consider us your guide to help you plan ahead for the things you want, instead of trying to pick up the pieces later. Alongside your favorite latte or cold brew, we give you actionable tools to start making changes as soon as you leave our office or leave the Zoom. Start now, so you’ll have financial security no matter what life brings you.