Write your Money Script
Unconscious money scripts, we all have them. Often we think financial planning is about how, when, and where. As you become more aware of your personal money scripts you will learn it's more about "why" and "who". Over the course of our relationship we will help you become more conscious and rewrite your personal Money Script.
Financial planning doesn't have to be scary. Join us for a 45 minute complimentary consultation. We are confident you will become empowered to take action to reach your goals.Book a Discovery Session
The Money Script Podcast
Is Money Script Wealth Management, PLLC a fiduciary?
Does MSWM offer fee based planning?
Does MSWM offer investment management? If so, what custodians does MSWM use?
Yes. Altruist, Betterment and Charles Schwab.
Do you work with entrepreneurs?
Yes, we ❤️ entrepreneurs.
Is there an investment minimum?
What is a "high-income" earner?
High-income earners are households that earn $100k or more per year, or are on track to do so in the next few years.