A Plan For Your Finances that you can Understand
You deserve a clear path to make your dream life happen
Learn how to make the right decisions about your debt
Enhance Your Net Worth
Know where to save your dollars so they save you
Realize Your Potential
Attain the freedom to do what you want and love
Goal Planning & Coaching
Investment consulting and management
Debt Management and Payoff Consulting
Employer Retirement Plans (401k, 457, 403b)
Review of Insurance Protections
College and Education Planning
Wealth Transfer Planning
Small Business Consulting
Are you tired of not being able to spend money on the things you want?
Here's how we help:
You shouldn't have to wait for a big life change to start planning for your future...
Some of our partners include:
Book a meetup with maddi
Maddi takes the time to get to know you, your goals, and your relationship with money first.
Build a custom Plan FOr your finances
Your plan is uniquely designed and in a way that you can understand and implement it.
Confidently live the life you want
Have the steps and accountability you need to make your dream life happen.
At Minerva Wealth Planning, we know the hardest part is getting started. That's why we make it easy for you...
At Minerva Wealth Planning, we know that you want to be a financially responsible individual. In order to do that, you need a plan for your finances that you can understand. The problem is you don't know if you actually have anything worth planning for, which makes you feel stuck. You shouldn't have to wait for a big life change to start planning for your future.
We understand that the biggest hurdle to having a plan for your finances is getting started, which is why our professional experience of helping others conquer personal obstacles paired with over a decade in financial services is so beneficial to the people we serve.