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Money positive

4.1ยท 12 reviews
Average ratingGreat
4.1/ 5

Based on 12 reviews

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Fred Kirschenmann
Reviews 1

I had a really positive experience with this company. The website was easy to use and navigate, and the services offered were exactly what I was looking for. I appreciated their prompt responses to my inquiries and the helpful information they provided. Highly recommended!

Bharath Chintagunta
Reviews 1

I had a mixed experience with Money Positive. While their customer service was great and they provided valuable financial advice, I found their fees to be quite high. Overall, the service was good, but the cost was a bit of a drawback. I would recommend them with some reservations.

Hap Fiandt
Reviews 1

I am extremely satisfied with the services provided by Money Positive. They have helped me with my financial planning and provided valuable insights into investment strategies. I highly recommend them to anyone seeking expert advice in managing their finances. ๐Ÿ˜Š

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About Money positive

Money Positive offers unscary, fee-only financial planning to everyone. Work with a real person to build your financial resilience.

Money Positive: Your Partner in Building Financial Resilience

Money Positive is a fee-only financial planning company that offers unscary and personalized financial advice to everyone. With the help of their team of expert advisors, they aim to empower individuals and families to take control of their finances and build long-term wealth.

At Money Positive, they believe that financial planning should not be intimidating or overwhelming. Instead, it should be an accessible and collaborative process that helps people achieve their goals. That's why they offer a range of services tailored to meet the unique needs of each client.

Their team consists of experienced professionals who are passionate about helping others achieve financial success. They work with clients on a one-on-one basis, taking the time to understand their specific circumstances and goals before developing a customized plan.

One of the key benefits of working with Money Positive is their fee-only approach. This means that they do not receive commissions or kickbacks for recommending certain products or services. Instead, they are solely focused on providing unbiased advice that is in the best interest of their clients.

Money Positive offers a wide range of services designed to help individuals and families at every stage in life. Whether you're just starting out in your career or preparing for retirement, they can provide guidance on everything from budgeting and debt management to investment strategies and estate planning.

Some examples include:

- Comprehensive Financial Planning: This service includes an in-depth analysis of your current financial situation as well as recommendations for achieving your long-term goals.

- Retirement Planning: Money Positive can help you develop a plan for saving for retirement based on your individual needs.

- Investment Management: Their team can provide guidance on selecting investments that align with your risk tolerance and overall objectives.

- Tax Planning: They can help you minimize taxes through strategic planning techniques.

- Estate Planning: Money Positive can assist with creating an estate plan that ensures your assets are distributed according to your wishes after you pass away.

In addition to their core services, Money Positive also offers educational resources and tools to help clients stay informed and engaged in the financial planning process. This includes access to webinars, workshops, and other events designed to provide practical advice on a range of topics.

Overall, Money Positive is an excellent choice for anyone looking for personalized financial advice that is tailored to their unique needs. With their fee-only approach and team of experienced professionals, they are well-equipped to help you achieve your financial goals and build long-term wealth. Contact them today to learn more about how they can help you take control of your finances!

Address
3600 lyons road