Earn. Keep. Grow.
Welcome to Money mavens
The interconnectedness of money & peace of mind is undeniable. There are few things more personal in life than deciding how to steward your assets in a way that empowers you to live a life filled with purpose, fulfillment & joy. At Money Mavens, our mission is to help you structure a financial strategy that aligns with your unique values and ultimately the creates a meaningful legacy for future generations.
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Aligning your finances with your heart
At Money Mavens, our team helps you harmonize your financial goals with what truly matters to you, whether it’s supporting your family, traveling, or giving back to the community. By aligning your finances with your passions and principles, you can create a sustainable plan that not only builds wealth but also enriches your life and the lives of those you care about.
By prioritizing purpose over mere accumulation of wealth, our team helps you foster deeper financial satisfaction and a sense of fulfillment, ensuring that each financial choice supports a larger life vision.
A strategy that sparks joy
We would love to share our passion for financial wellness with your group or organization! Contact us to Learn More about our Guest Speaker program!
We would love to share our passion for financial wellness with your group or organization! Contact us to Learn More about our Guest Speaker program!
Our Services
Aligning your purpose with your assets
By understanding your unique values, we go beyond traditional investment strategies to help you create a cohesive strategy that is as unique as you are.
Asset allocation & risk planning are foundational to developing a strategy that preserves and grows your assets to support your short and long term goals.
Asset Allocation & Risk
Income planning offers a roadmap for cash flow management, helping you make informed spending & investment decisions to give you peace of mind for the future.
INCOME PLANNING
We’re taking the taboo out of talking money. Our mission is to be a judgement-free community for women to learn, to share, to be inspired — a community that fosters financial empowerment.
FOR WOMEN
Our in-house team can help you efficiently pass your assets to future generations by implementing tools like power of attorneys, wills & trusts — ensuring that your wishes are honored & loved ones are adequately provided for.
ESTATE PLANNING
Effective tax strategies can help minimize tax liability & enhance returns on your investments. Prioritizing tax planning in your financial strategy leads to greater wealth accumulation and smarter financial decisions.
TAX STRATEGIES
Effective legacy planning can help minimize taxes, reduce family disputes, and provide financial support for your loved ones, allowing you to leave a lasting impact beyond your lifetime.
LEGACY PLANNING
Welcome to your virtual safety deposit box — an easier way to upload & store all of those vital documents. It never sleeps; it’s your 24-7-365 access to your important info all in one place!
Generational vault
At Money Mavens our team provides personalized strategies to help you make informed financial decisions and secure your financial future post-divorce.
DIVORCE FINANCIAL CONSULTING
Our Maven Stories
‘After working at several different hospitals, all with varying plans for retirement, I was in desperate need of consolidation, and Joanna helped me to understand why I needed to move my money, how I would be best served for retirement, and what I could do in the future to maximize my retirement benefit potential. Without her help, my money would still be dwindling due to fees and my own mismanagement. I know I am in a much better position now to see my hard-earned money grow and put me in a better place for my future.’
— K.H.
