Transparency, Efficiency, Trust.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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!