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.
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.
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.
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.
Mosaic Financial Solutions provides younger generations with the education and tools to start planning their financial futures.