About Us.
Your Financial Stewards.
We started Mash Financial Planning because we want to earn your trust from the beginning, help you understand your finances, and make the best decisions for your future.
Financial planning is incredibly important and complex. We take a proactive approach where we present the information and our plan in phases, making things as comprehensive as possible while educating you along the way. We believe in transparency, efficiency, and treating you like family.
Matt Riggins
Our Core Values.
Transparency
We want you to understand what we are doing for you and why it is important. Planning for your future is arguably one of the most important things you will do. We work with you to build a secure future for you and your family.
Efficiency
We want to help you assess your finances, identify the most important steps to take, and the most beneficial order in which to take them. We create a plan that highlights what is necessary to achieve your goals and we prioritize these things for you.
Trust
We want to inspire your trust in the process and your trust in us. We do this by being up front about our prices, our timeline, and by managing your expectations. We take your goals and tailor your financial plan to best achieve them.
Pillars of Service
Families with Special Needs
Families with special needs members have special financial needs as well. We have the experience to create a financial plan that will help you provide for your loved one.
Learn MoreSmall Business Owners
Owning a small business typically means you are doing it all: running the business and handling all of the back office work. We can be your personal CFO so that you can focus on your business.
Learn MoreRetirement Planning
All financial planning is ultimately linked to retirement planning. Creating a stable future is dependent on following a solid financial plan now. We identify the best practices to help you reach your goals.
Learn MoreFinancial Planning Process
Establishing and defining the relationship with a client
We want to get to know you and we want you to get to know us. Personal finances are, well, personal. We want you to know what we can do for you and how we intend to do it.
Gathering client data
We need to make sure we have all of the information that we need to create the best financial plan for you that we can. This means we need to know all of your goals and everything about your financial status.
Analyzing and evaluating the client's financial status
Once we have all of the information that we need, we can get to work identifying the factors that will be the foundation of your financial plan. Once we have a foundation, we can create the right plan for you.
Developing and presenting financial planning
As we create your plan, we will educate you on each step of the plan: why it is needed, the financial results and benefits you will see, and how it will set you up for a stable future.
Implementing the financial planning recommendations
Once we have educated you on the first steps of the plan and they are approved, we will begin to make the changes necessary to achieve your financial goals and execute the plan we have created.
Monitoring
We will monitor all changes from the implementation of the plan and will then meet with you quarterly to review the results and changes to your financial situation.
Fee Schedule
We believe in transparency and this includes when it comes to our prices and fee schedule. Please click below to learn more our rates and schedule.
Contact Us.
We would love to hear from you. If elevating your finances to build a stable and secure future for you and your family is something that interests you, contact us today!